Compass Financial Services Inc VLU Holdings History
Compass Financial Services Inc's SPDR S&P 1500 Value Tilt ETF Holding Summary
As of 2025-03-31, Compass Financial Services Inc held 56,417.00 shares of SPDR S&P 1500 Value Tilt ETF(VLU), totaling $10.37 Mil. This investment constitutes 5.44% of their stock portfolio, and Compass Financial Services Inc now holds 2.27% of the outstanding SPDR S&P 1500 Value Tilt ETF(VLU) stock.
The initial trade took place in 2024Q4. And since then Compass Financial Services Inc has made 1 purchases of VLU, at an average price of $188.29, for a total of 56,417.00 shares. Based on historical transaction data and VLU's current price of $194.57, Compass Financial Services Inc's estimated gain on his VLU holdings is $354,092.06, reflecting a 3.33% gain to date.
Compass Financial Services Inc VLU ($194.57) Holding Chart
Compass Financial Services Inc VLU ($194.57) 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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