Compass Financial Advisors LLC Vanguard Consumer Discretionar Transaction History

Compass Financial Advisors LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	SELL	$217.79 - $265.16 $15,898 - $19,356	-73 Reduced 3.76%	1,870 $472,000
Q3 2022 Nov 09, 2022	BUY	$231.64 - $287.67 $231 - $287	1 Added 0.05%	1,943 $457,000
Q2 2022 Aug 08, 2022	BUY	$222.74 - $312.09 $3,563 - $4,993	16 Added 0.83%	1,942 $442,000
Q1 2022 May 05, 2022	BUY	$271.48 - $348.23 $118,908 - $152,524	438 Added 29.44%	1,926 $588,000
Q4 2021 Feb 24, 2022	BUY	$309.2 - $355.63 $460,089 - $529,177	1,488 New	1,488 $507,000

512

14.4M

9.5K

6.3K

Get notified when there are updates to the investment portfolio of Compass Financial Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Compass Financial Advisors LLC with notifications on news.