Compass Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Compass Wealth Management LLC

  • $392 Billion
  • Q1 2025

A detailed history of Compass Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Compass Wealth Management LLC holds 13,157 shares of BSV stock, worth $1.04 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
13,157
Previous 10,623 23.85%
Holding current value
$1.04 Million
Previous $821 Million 25.47%
% of portfolio
0.26%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$76.94 - $78.28 $194,965 - $198,361
2,534 Added 23.85%
13,157 $1.03 Billion
Q4 2024

Jan 21, 2025
BUY
$77.02 - $78.58 $128,161 - $130,757
1,664 Added 18.57%
10,623 $821 Million
Q3 2024

Oct 16, 2024
BUY
$76.38 - $78.87 $179,798 - $185,659
2,354 Added 35.64%
8,959 $705 Million
Q2 2024

Jul 16, 2024
BUY
$75.81 - $76.76 $22,743 - $23,028
300 Added 4.76%
6,605 $507 Million
Q1 2024

Apr 05, 2024
BUY
$76.34 - $77.25 $13,359 - $13,518
175 Added 2.85%
6,305 $483 Million
Q4 2023

Jan 04, 2024
BUY
$74.64 - $77.03 $253,402 - $261,516
3,395 Added 124.13%
6,130 $472 Million
Q3 2023

Oct 25, 2023
SELL
$74.97 - $75.93 $77,968 - $78,967
-1,040 Reduced 27.55%
2,735 $206 Million
Q2 2023

Jul 27, 2023
BUY
$75.52 - $76.97 $5,664 - $5,772
75 Added 2.03%
3,775 $285 Million
Q1 2023

May 15, 2023
BUY
$74.67 - $76.76 $59,362 - $61,024
795 Added 27.37%
3,700 $283 Million
Q4 2022

Feb 17, 2023
BUY
$74.07 - $75.87 $215,173 - $220,402
2,905 New
2,905 $219 Million

Others Institutions Holding BSV

# of Institutions
1,351
Shares Held
392M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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