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 $35,001. This represents 0.01% of its overall portfolio holdings.
Number of Shares
139
Previous 100
39.0%
Holding current value
$35,001
Previous $23.7 Million
40.8%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,144Shares Held
151MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.32 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.85 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.82 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.31 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.29 Billion0.28% of portfolio