Compass Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Compass Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$567.77 - $614.76 $25.8 Million - $27.9 Million	45,367 New	45,367 $7.05 Billion
Q1 2025 Apr 29, 2025	SELL	$507.05 - $563.67 $6,591 - $7,327	-13 Reduced 32.5%	27 $13.9 Million
Q3 2024 Oct 16, 2024	SELL	$475.2 - $527.7 $27,561 - $30,606	-58 Reduced 59.18%	40 $21.1 Million
Q2 2024 Jul 16, 2024	BUY	$455.1 - $504.28 $36,408 - $40,342	80 Added 444.44%	98 $49 Million
Q4 2022 Feb 17, 2023	BUY	$327.64 - $374.54 $5,897 - $6,741	18 New	18 $6.32 Million

3,882

545M

2.75M

3.12M

Get notified when there are updates to the investment portfolio of Compass Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Compass Wealth Management LLC with notifications on news.