Compass Advisory Group LLC Purchases in Q3 2024

Compass Advisory Group LLC

  • $180 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
179K
New
$56.52 - $63.23 $10.1M - $11.3M
179K $11M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
74.7K
+ 10.04%
$59.93 - $66.52 $4.48M - $4.97M
818K $54.4M
VXF
Vanguard Extended Market ETF

ETFs
37.7K
+ 171.96%
$163.98 - $182.92 $6.18M - $6.9M
59.6K $10.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
41.6K
+ 140.38%
$75.47 - $83.18 $3.14M - $3.46M
71.3K $5.92M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
13.8K
+ 387.8%
$178.94 - $207.0 $2.47M - $2.86M
17.4K $3.49M
VTI
Vanguard Total Stock Market Et

ETFs
25
+ 0.04%
$255.18 - $283.2 $6.38K - $7.08K
60.9K $17.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.82K
+ 15.3%
$92.63 - $105.69 $539K - $615K
43.8K $4.56M
VTV
Vanguard Value ETF

ETFs
1.33K
+ 6.32%
$159.75 - $174.57 $212K - $231K
22.3K $3.89M
PJUL
Innovator U.S. Equity Power Bu

ETFs
11.7K
+ 71.87%
$37.89 - $40.48 $444K - $474K
28K $1.13M
KAPR
Innovator U.S. Small Cap Power

ETFs
12K
+ 52.41%
$30.54 - $32.65 $367K - $393K
35K $1.14M
KJUL
Innovator U.S. Small Cap Power

Technology
11.1K
+ 31.9%
$27.38 - $29.23 $305K - $325K
46K $1.34M
VT
Vanguard Total World Stk Index

ETFs
864
+ 3.66%
$107.72 - $119.96 $93.1K - $104K
24.5K $2.93M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.47K
+ 13.15%
$42.22 - $48.62 $147K - $169K
29.9K $1.39M
IAPR
Innovator Etfs Tr Internationa

ETFs
7.62K
+ 55.67%
$26.49 - $28.58 $202K - $218K
21.3K $605K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.22K
New
$149.02 - $167.67 $182K - $205K
1.22K $204K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 3.87%
$405.19 - $478.57 $40.5K - $47.9K
2.68K $1.23M
SCHA
Schwab Strategic Tr Us Small C

ETFs
668
+ 1.82%
$46.9 - $51.96 $31.3K - $34.7K
37.3K $1.92M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.01K
+ 26.79%
$76.94 - $79.54 $155K - $160K
9.51K $755K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 0.17%
$475.2 - $527.7 $4.28K - $4.75K
5.26K $2.77M
VO
Vanguard Mid Cap ETF

ETFs
430
+ 32.67%
$237.84 - $263.83 $102K - $113K
1.75K $460K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
663
+ 1.12%
$49.93 - $51.15 $33.1K - $33.9K
60K $3.07M
VUG
Vanguard Growth ETF

ETFs
58
+ 1.38%
$341.08 - $391.94 $19.8K - $22.7K
4.26K $1.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
100
+ 6.26%
$434.77 - $502.96 $43.5K - $50.3K
1.7K $828K
SCHX
Schwab Strategic Tr Us Large C

ETFs
15
+ 0.09%
$61.11 - $67.85 $917 - $1.02K
16.5K $1.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26
+ 0.59%
$77.02 - $85.06 $2K - $2.21K
4.42K $373K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
57
+ 1.04%
$74.26 - $78.84 $4.23K - $4.49K
5.55K $435K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
21
+ 0.16%
$44.65 - $47.21 $938 - $991
12.9K $601K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
8
+ 0.04%
$36.29 - $38.05 $290 - $304
21.8K $831K
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.27%
$240.48 - $267.94 $721 - $804
1.1K $294K
VDC
Vanguard Consumer Staples ETF

ETFs
8
+ 0.71%
$201.77 - $221.32 $1.61K - $1.77K
1.13K $246K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.18%
$514.43 - $606.85 $514 - $607
564 $330K
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.42%
$182.15 - $182.15 $911 - $911
1.21K $220K
EOCT
Innovator Etfs Tr Emerging Mar
3.74K
+ 28.97%
N/A
16.7K $0
PSEP
Innovator U.S. Equity Power Bu
2.81K
+ 20.23%
N/A
16.7K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
9.15K
+ 2.6%
N/A
360K $0
Innovator Etfs Trust
14.2K
+ 2.58%
N/A
564K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
19.2K
+ 115.05%
N/A
35.8K $0
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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