Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$4.25 Mil
% of Total Estimate Gain
68.17%

Compass Financial Group, Inc.'s Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Compass Financial Group, Inc. held - shares of Vanguard Small Cap ETF(VB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Compass Financial Group, Inc. now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2020Q2. And since then Compass Financial Group, Inc. has made 10 purchases of VB, at an average price of $139.89, for a total of 44,603.00 shares. In addition, there have been 10 sales at an average price of $235.25 for 44,603.00 shares. Based on historical transaction data and VB's current price of $240.03, Compass Financial Group, Inc.'s estimated gain on his VB holdings is $4.25 Mil, reflecting a 68.17% gain to date.

Compass Financial Group, Inc. VB ($240.03) Holding Chart

Compass Financial Group, Inc. VB ($240.03) 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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