Compass Ion Advisors, LLC Vanguard Transaction History
Compass Ion Advisors, LLC
- $851 Million
- Q2 2025
A detailed history of Compass Ion Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 13,555 shares of VGSH stock, worth $797,711. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,555
Previous 4,683
189.45%
Holding current value
$797,711
Previous $274,000
190.51%
% of portfolio
0.09%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
286MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio