Compass Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Compass Wealth Management LLC

  • $415 Billion
  • Q4 2024

A detailed history of Compass Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Compass Wealth Management LLC holds 10,623 shares of BSV stock, worth $829,762. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,623
Previous 8,959 18.57%
Holding current value
$829,762
Previous $705 Million 16.43%
% of portfolio
0.2%
Previous 0.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$77.02 - $78.58 $128,161 - $130,757
1,664 Added 18.57%
10,623 $821 Million
Q3 2024

Oct 16, 2024
BUY
$76.38 - $78.87 $179,798 - $185,659
2,354 Added 35.64%
8,959 $705 Million
Q2 2024

Jul 16, 2024
BUY
$75.81 - $76.76 $22,743 - $23,028
300 Added 4.76%
6,605 $507 Million
Q1 2024

Apr 05, 2024
BUY
$76.34 - $77.25 $13,359 - $13,518
175 Added 2.85%
6,305 $483 Million
Q4 2023

Jan 04, 2024
BUY
$74.64 - $77.03 $253,402 - $261,516
3,395 Added 124.13%
6,130 $472 Million
Q3 2023

Oct 25, 2023
SELL
$74.97 - $75.93 $77,968 - $78,967
-1,040 Reduced 27.55%
2,735 $206 Million
Q2 2023

Jul 27, 2023
BUY
$75.52 - $76.97 $5,664 - $5,772
75 Added 2.03%
3,775 $285 Million
Q1 2023

May 15, 2023
BUY
$74.67 - $76.76 $59,362 - $61,024
795 Added 27.37%
3,700 $283 Million
Q4 2022

Feb 17, 2023
BUY
$74.07 - $75.87 $215,173 - $220,402
2,905 New
2,905 $219 Million

Others Institutions Holding BSV

# of Institutions
1,348
Shares Held
386M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email