Compass Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Compass Wealth Management LLC
- $425 Billion
- Q3 2024
A detailed history of Compass Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Compass Wealth Management LLC holds 615 shares of VO stock, worth $164,088. This represents 0.04% of its overall portfolio holdings.
Number of Shares
615
Previous 615
-0.0%
Holding current value
$164,088
Previous $149 Million
8.98%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.95 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.29 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.86 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.97 Billion0.14% of portfolio