Compass Advisory Group LLC VGLT Holdings History
Compass Advisory Group LLC's Vanguard Long-Term Government Bond ETF Holding Summary
As of 2025-03-31, Compass Advisory Group LLC held 167,743.00 shares of Vanguard Long-Term Government Bond ETF(VGLT), totaling $9.66 Mil. This investment constitutes 3.36% of their stock portfolio, and Compass Advisory Group LLC now holds 0.09% of the outstanding Vanguard Long-Term Government Bond ETF(VGLT) stock.
The initial trade took place in 2024Q3. And since then Compass Advisory Group LLC has made 1 purchases of VGLT, at an average price of $60.42, for a total of 178,942.00 shares. In addition, there have been 2 sales at an average price of $57.72 for 11,199.00 shares. Based on historical transaction data and VGLT's current price of $55.92, Compass Advisory Group LLC's estimated gain on his VGLT holdings is $-785,071.44, reflecting a -7.26% gain to date.
Compass Advisory Group LLC VGLT ($55.92) Holding Chart
Compass Advisory Group LLC VGLT ($55.92) 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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