Compass Wealth Management LLC Vanguard Small Cap ETF Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 2024
A detailed history of Compass Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Compass Wealth Management LLC holds 139 shares of VB stock, worth $33,025. This represents 0.01% of its overall portfolio holdings.
Number of Shares
139
Previous 100
39.0%
Holding current value
$33,025
Previous $23.7 Million
40.8%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,326Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.9 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.74 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.25 Billion0.42% of portfolio