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Compass Planning Associates’s Vanguard Large-Cap ETF VV Stock Holding History

Compass Planning Associates’s Portfolio VV Stock Details VV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$239K Hold
839
– – 0.22% 33
2025
Q1 		$216K Buy
839
+3
+0.4% +$771 0.22% 34
2024
Q4 		$226K Buy
+836
New +$226K 0.23% 34