A detailed history of Compass Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Compass Wealth Management LLC holds 363 shares of VTI stock, worth $100,895. This represents 0.02% of its overall portfolio holdings.

Number of Shares
363
Previous 350 3.71%
Holding current value
$100,895
Previous $91 Million 6.75%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$245.23 - $269.4 $3,187 - $3,502
13 Added 3.71%
363 $97.1 Million
Q4 2022

Feb 17, 2023

BUY
$179.3 - $204.18 $62,755 - $71,463
350 New
350 $66.9 Million

Others Institutions Holding VTI

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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.