Compass Wealth Management, Llc/Ga Vanguard Transaction History
Compass Wealth Management, Llc/Ga
- $226 Billion
- Q3 2025
A detailed history of Compass Wealth Management, Llc/Ga transactions in Vanguard stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 430,511 shares of VGSH stock, worth $25.3 Million. This represents 11.22% of its overall portfolio holdings.
Number of Shares
430,511
Previous 128,523
234.97%
Holding current value
$25.3 Million
Previous $7.55 Billion
235.37%
% of portfolio
11.22%
Previous 4.04%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio