Compass Financial Group, Inc/Sd Vanguard Wellington Fd Transaction History
Compass Financial Group, Inc/Sd
- $527 Billion
- Q4 2024
A detailed history of Compass Financial Group, Inc/Sd transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 10,873 shares of VFMV stock, worth $1.36 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,873
Previous 11,166
2.62%
Holding current value
$1.36 Million
Previous $1.36 Billion
3.52%
% of portfolio
0.25%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding VFMV
# of Institutions
46Shares Held
636KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO179KShares$22.4 Million2.32% of portfolio
-
Foundations Investment Advisors, LLC101KShares$12.6 Million0.25% of portfolio
-
New Edge Advisors, LLC New Orleans, LA68.4KShares$8.54 Million0.06% of portfolio
-
Milestone Advisory Partners40.8KShares$5.09 Million3.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.6KShares$4.82 Million0.0% of portfolio