Compass Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Compass Wealth Management LLC
- $392 Billion
- Q1 2025
A detailed history of Compass Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Compass Wealth Management LLC holds 575 shares of VO stock, worth $165,531. This represents 0.04% of its overall portfolio holdings.
Number of Shares
575
Previous 615
6.5%
Holding current value
$165,531
Previous $162 Million
8.45%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,395Shares Held
203MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.9 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5.28 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.79 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.36 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.31 Billion0.15% of portfolio