A detailed history of Compass Ion Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 14,381 shares of VGIT stock, worth $836,255. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,381
Previous 5,772 149.15%
Holding current value
$836,255
Previous $336,000 158.33%
% of portfolio
0.11%
Previous 0.05%

Shares

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

Oct 18, 2024

BUY
$57.8 - $60.8 $497,600 - $523,427
8,609 Added 149.15%
14,381 $868,000
Q4 2023

Jan 23, 2024

SELL
$56.15 - $59.51 $10,275 - $10,890
-183 Reduced 3.07%
5,772 $342,000
Q3 2023

Nov 02, 2023

BUY
$56.93 - $59.05 $339,018 - $351,642
5,955 New
5,955 $340,000

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
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.