Compass Ion Advisors, LLC VB Holdings History
Compass Ion Advisors, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-06-30, Compass Ion Advisors, LLC held 20,526.00 shares of Vanguard Small Cap ETF(VB), totaling $4.86 Mil. This investment constitutes 0.53% of their stock portfolio, and Compass Ion Advisors, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2020Q1. And since then Compass Ion Advisors, LLC has made 11 purchases of VB, at an average price of $199.13, for a total of 46,346.00 shares. In addition, there have been 11 sales at an average price of $230.53 for 25,820.00 shares. Based on historical transaction data and VB's current price of $243.27, Compass Ion Advisors, LLC's estimated gain on his VB holdings is $1.72 Mil, reflecting a 18.60% gain to date.
Compass Ion Advisors, LLC VB ($243.27) Holding Chart
Compass Ion Advisors, LLC VB ($243.27) 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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