Compass Financial Group, Inc/Sd Vanguard Dividend Appreciation Transaction History

Compass Financial Group, Inc/Sd

  • $665 Billion
  • Q3 2025

A detailed history of Compass Financial Group, Inc/Sd transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Compass Financial Group, Inc/Sd holds 115,834 shares of VIG stock, worth $21.1 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares
115,834
Previous 114,631 1.05%
Holding current value
$21.1 Million
Previous $23.5 Billion 6.54%
% of portfolio
3.76%
Previous 3.85%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
1,203 Added 1.05%
115,834 $25 Billion
Q2 2025

Jul 22, 2025
BUY
N/A
1,347 Added 1.19%
114,631 $23.5 Billion
Q1 2025

May 13, 2025
BUY
N/A
2,372 Added 2.14%
113,284 $22 Billion
Q4 2024

Jan 30, 2025
BUY
N/A
424 Added 0.38%
110,912 $21.7 Billion
Q3 2024

Nov 08, 2024
BUY
$182.15 - $182.15 $318,033 - $318,033
1,746 Added 1.61%
110,488 $21.9 Billion
Q2 2024

Jul 10, 2024
BUY
$173.33 - $185.29 $742,199 - $793,411
4,282 Added 4.1%
108,742 $19.9 Billion
Q1 2024

Apr 10, 2024
BUY
$168.47 - $182.98 $543,484 - $590,293
3,226 Added 3.19%
104,460 $19.1 Billion
Q4 2023

Jan 08, 2024
BUY
$150.16 - $171.16 $324,495 - $369,876
2,161 Added 2.18%
101,234 $17.3 Billion
Q3 2023

Oct 10, 2023
BUY
$155.38 - $166.95 $262,902 - $282,479
1,692 Added 1.74%
99,073 $15.4 Billion
Q2 2023

Jul 11, 2023
BUY
$152.74 - $162.43 $598,282 - $636,238
3,917 Added 4.19%
97,381 $15.8 Billion
Q1 2023

Apr 04, 2023
BUY
$147.24 - $158.33 $551,561 - $593,104
3,746 Added 4.18%
93,464 $14.4 Billion
Q4 2022

Feb 07, 2023
BUY
$144.84 - $158.71 $13 Million - $14.2 Million
89,718 New
89,718 $13.6 Billion

Others Institutions Holding VIG

# of Institutions
2,654
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Compass Financial Group, Inc/Sd Portfolio

Follow Compass Financial Group, Inc/Sd 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 Financial Group, Inc/Sd, based on Form 13F filings with the SEC.

News

Stay updated on Compass Financial Group, Inc/Sd with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email