Compass Advisory Group LLC Vanguard Wellington Fd U S Val Transaction History
Compass Advisory Group LLC
- $148 Million
- Q1 2024
A detailed history of Compass Advisory Group LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Compass Advisory Group LLC holds 9,686 shares of VFVA stock, worth $1.1 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
9,686
Previous 9,657
0.3%
Holding current value
$1.1 Million
Previous $1.09 Million
6.16%
% of portfolio
0.78%
Previous 0.65%
Shares
8 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.51MCall Options Held
0Put Options Held
0-
Adviser Investments LLC615KShares$69.5 Million0.99% of portfolio
-
Armbruster Capital Management, Inc.429KShares$48.5 Million10.89% of portfolio
-
Anderson Hoagland & CO260KShares$29.4 Million3.47% of portfolio
-
Symmetry Partners, LLC177KShares$20 Million1.65% of portfolio
-
Sterling Manor Financial, LLC129KShares$14.6 Million11.95% of portfolio