Compass Financial Group, Inc. VTI Holdings History
Compass Financial Group, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Compass Financial Group, Inc. held 27,313.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $7.51 Mil. This investment constitutes 3.86% of their stock portfolio, and Compass Financial Group, Inc. now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q2. And since then Compass Financial Group, Inc. has made 20 purchases of VTI, at an average price of $165.80, for a total of 91,360.00 shares. In addition, there have been 8 sales at an average price of $154.34 for 64,047.00 shares. Based on historical transaction data and VTI's current price of $305.60, Compass Financial Group, Inc.'s estimated gain on his VTI holdings is $3.08 Mil, reflecting a 20.36% gain to date.
Compass Financial Group, Inc. VTI ($305.60) Holding Chart
Compass Financial Group, Inc. VTI ($305.60) 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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