Compass Planning Associates Inc VTV Holdings History
Compass Planning Associates Inc's Vanguard Value ETF Holding Summary
As of 2025-03-31, Compass Planning Associates Inc held 132,978.00 shares of Vanguard Value ETF(VTV), totaling $22.97 Mil. This investment constitutes 23.22% of their stock portfolio, and Compass Planning Associates Inc now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q4. And since then Compass Planning Associates Inc has made 1 purchases of VTV, at an average price of $175.46, for a total of 132,978.00 shares. Based on historical transaction data and VTV's current price of $178.20, Compass Planning Associates Inc's estimated gain on his VTV holdings is $364,458.28, reflecting a 1.56% gain to date.
Compass Planning Associates Inc VTV ($178.20) Holding Chart
Compass Planning Associates Inc VTV ($178.20) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
