Compass Ion Advisors, LLC Vanguard Financial ETF Transaction History

Compass Ion Advisors, LLC

  • $781 Million
  • Q1 2025

A detailed history of Compass Ion Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 3,644 shares of VFH stock, worth $447,082. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,644
Previous 3,644 -0.0%
Holding current value
$447,082
Previous $430,000 1.16%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$99.27 - $111.21 $10,125 - $11,343
-102 Reduced 2.72%
3,644 $400,000
Q1 2024

Apr 17, 2024
BUY
$90.62 - $102.39 $15,767 - $17,815
174 Added 4.87%
3,746 $383,000
Q4 2023

Jan 23, 2024
BUY
$75.97 - $92.67 $62,067 - $75,711
817 Added 29.66%
3,572 $329,000
Q3 2023

Nov 02, 2023
BUY
$80.32 - $86.71 $221,281 - $238,886
2,755 New
2,755 $221,000

Others Institutions Holding VFH

# of Institutions
778
Shares Held
54.1M
Call Options Held
87.9K
Put Options Held
10.2K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Compass Ion Advisors, LLC Portfolio

Follow Compass Ion Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Compass Ion Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email