Compass Ion Advisors, LLC Vanguard S&P 500 Value ETF Transaction History

Compass Ion Advisors, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$148.69 - $161.15 $41,038 - $44,477	276 Added 6.4%	4,588 $682,000
Q2 2023 Aug 11, 2023	SELL	$144.66 - $155.93 $141,622 - $152,655	-979 Reduced 18.5%	4,312 $671,000
Q1 2023 Apr 17, 2023	BUY	$139.24 - $154.09 $736,718 - $815,290	5,291 New	5,291 $776,000

358

12.3M

4.3K

1.2K

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