Compass Advisory Group LLC Vanguard Financial ETF Transaction History

Compass Advisory Group LLC

  • $234 Million
  • Q2 2025

A detailed history of Compass Advisory Group LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Compass Advisory Group LLC holds 1,839 shares of VFH stock, worth $240,909. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,839
Previous 1,832 0.38%
Holding current value
$240,909
Previous $218,000 7.34%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$104.87 - $127.3 $734 - $891
7 Added 0.38%
1,839 $234,000
Q1 2025

May 13, 2025
BUY
$114.07 - $127.34 $912 - $1,018
8 Added 0.44%
1,832 $218,000
Q4 2024

Jan 24, 2025
BUY
$108.87 - $126.2 $198,578 - $230,188
1,824 New
1,824 $215,000
Q4 2023

Jan 29, 2024
SELL
$75.97 - $92.67 $4.77 Million - $5.82 Million
-62,763 Reduced 96.18%
2,496 $230,000
Q3 2023

Oct 24, 2023
BUY
$80.32 - $86.71 $5.24 Million - $5.66 Million
65,259 New
65,259 $5.24 Million

Others Institutions Holding VFH

# of Institutions
790
Shares Held
55.7M
Call Options Held
81.7K
Put Options Held
3.9K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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