Compass Advisory Group LLC VCSH Holdings History
Compass Advisory Group LLC's Vanguard Short-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Compass Advisory Group LLC held 63,931.00 shares of Vanguard Short-Term Corporate Bond ETF(VCSH), totaling $5.05 Mil. This investment constitutes 1.76% of their stock portfolio, and Compass Advisory Group LLC now holds 0.01% of the outstanding Vanguard Short-Term Corporate Bond ETF(VCSH) stock.
The initial trade took place in 2020Q4. And since then Compass Advisory Group LLC has made 8 purchases of VCSH, at an average price of $81.49, for a total of 260,884.00 shares. In addition, there have been 10 sales at an average price of $77.10 for 196,953.00 shares. Based on historical transaction data and VCSH's current price of $79.38, Compass Advisory Group LLC's estimated gain on his VCSH holdings is $-999,742.96, reflecting a -4.70% gain to date.
Compass Advisory Group LLC VCSH ($79.38) Holding Chart
Compass Advisory Group LLC VCSH ($79.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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