Compass Planning Associates Inc Vanguard Mega Cap Value Transaction History

Compass Planning Associates Inc

  • $109 Billion
  • Q3 2025

A detailed history of Compass Planning Associates Inc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Compass Planning Associates Inc holds 26,083 shares of MGV stock, worth $3.61 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
26,083
Previous 33,198 21.43%
Holding current value
$3.61 Million
Previous $4.36 Billion 17.52%
% of portfolio
3.29%
Previous 4.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$129.46 - $137.85 $921,107 - $980,802
-7,115 Reduced 21.43%
26,083 $3.59 Billion
Q2 2025

Jul 21, 2025
SELL
$114.87 - $131.25 $242,720 - $277,331
-2,113 Reduced 5.98%
33,198 $4.36 Billion
Q1 2025

Apr 14, 2025
BUY
$123.61 - $133.01 $425,094 - $457,421
3,439 Added 10.79%
35,311 $4.55 Billion
Q4 2024

Feb 03, 2025
BUY
$124.06 - $133.48 $3.95 Million - $4.25 Million
31,872 New
31,872 $3.98 Billion

Others Institutions Holding MGV

# of Institutions
560
Shares Held
55.4M
Call Options Held
13.5K
Put Options Held
2.4K
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
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More about MGV
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