Compass Advisory Group LLC VTI Holdings History
Compass Advisory Group LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Compass Advisory Group LLC held 60,026.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $16.50 Mil. This investment constitutes 5.74% of their stock portfolio, and Compass Advisory Group LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q4. And since then Compass Advisory Group LLC has made 7 purchases of VTI, at an average price of $185.11, for a total of 114,934.00 shares. In addition, there have been 10 sales at an average price of $228.65 for 54,908.00 shares. Based on historical transaction data and VTI's current price of $301.54, Compass Advisory Group LLC's estimated gain on his VTI holdings is $9.38 Mil, reflecting a 44.08% gain to date.
Compass Advisory Group LLC VTI ($301.54) Holding Chart
Compass Advisory Group LLC VTI ($301.54) 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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