Compass Planning Associates Inc VB Holdings History
Compass Planning Associates Inc's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Compass Planning Associates Inc held 8,828.00 shares of Vanguard Small Cap ETF(VB), totaling $1.96 Mil. This investment constitutes 1.98% of their stock portfolio, and Compass Planning Associates Inc now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2024Q4. And since then Compass Planning Associates Inc has made 1 purchases of VB, at an average price of $246.21, for a total of 8,828.00 shares. Based on historical transaction data and VB's current price of $240.64, Compass Planning Associates Inc's estimated gain on his VB holdings is $-49,155.60, reflecting a -2.26% gain to date.
Compass Planning Associates Inc VB ($240.64) Holding Chart
Compass Planning Associates Inc VB ($240.64) 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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