Compass Ion Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
Compass Ion Advisors, LLC
- $660 Million
- Q1 2024
A detailed history of Compass Ion Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 2,321 shares of VOE stock, worth $345,921. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,321
Previous 2,208
5.12%
Holding current value
$345,921
Previous $320,000
12.81%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VOE
# of Institutions
1,028Shares Held
65.7MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$807 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$660 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$502 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$458 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$443 Million0.11% of portfolio