Compass Planning Associates Inc VTI Holdings History
Compass Planning Associates Inc's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Compass Planning Associates Inc held 20,050.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $5.51 Mil. This investment constitutes 5.57% of their stock portfolio, and Compass Planning Associates Inc now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. And since then Compass Planning Associates Inc has made 1 purchases of VTI, at an average price of $291.40, for a total of 20,050.00 shares. Based on historical transaction data and VTI's current price of $305.60, Compass Planning Associates Inc's estimated gain on his VTI holdings is $284,619.34, reflecting a 4.87% gain to date.
Compass Planning Associates Inc VTI ($305.60) Holding Chart
Compass Planning Associates 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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