Compass Wealth Management LLC Vanguard Growth ETF Transaction History
Compass Wealth Management LLC
- $392 Billion
- Q1 2025
A detailed history of Compass Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Compass Wealth Management LLC holds 103 shares of VUG stock, worth $46,785. This represents 0.01% of its overall portfolio holdings.
Number of Shares
103
Previous 103
-0.0%
Holding current value
$46,785
Previous $42.3 Million
9.65%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,716Shares Held
266MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$22 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.7 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.37 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.66 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.32 Billion5.82% of portfolio