Compass Planning Associates Inc Vanguard Growth ETF Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 2,436 shares of VUG stock, worth $1.01 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
2,436
Previous 1,565
55.65%
Holding current value
$1.01 Million
Previous $642 Million
40.66%
% of portfolio
0.91%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,680Shares Held
268MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$20.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$13.3 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$5.79 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.32 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.02 Billion5.82% of portfolio