Compass Financial Group, Inc/Sd Vanguard Dividend Appreciation Transaction History
Compass Financial Group, Inc/Sd
- $665 Billion
- Q3 2025
A detailed history of Compass Financial Group, Inc/Sd transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 115,834 shares of VIG stock, worth $21.1 Million. This represents 3.76% of its overall portfolio holdings.
Number of Shares
115,834
Previous 114,631
1.05%
Holding current value
$21.1 Million
Previous $23.5 Billion
6.54%
% of portfolio
3.76%
Previous 3.85%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,616Shares Held
259MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio