A detailed history of Compass Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Compass Wealth Management LLC holds 40 shares of VOO stock, worth $22,173. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40
Previous 98 59.18%
Holding current value
$22,173
Previous $49 Million 56.94%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Compass Wealth Management LLC Portfolio

Follow Compass Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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