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Vanguard Total World Stock Idx shares owned by Compass Wealth Management

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Compass Wealth Management from 13F filings

Historical chart of Compass Wealth Management investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total World Stock Idx by Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $19k 176 110.50
2023-12-31 $18k 176 102.88
2023-09-30 $16k 176 93.18
2023-06-30 $17k 176 96.98
2023-03-31 $16k 176 92.09
2022-12-31 $15k 176 86.19

More positions owned by Compass Wealth Management

Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Constellation Brands Cl A (STZ)
Air Products & Chemicals (APD)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Advanced Energy Industries (AEIS)
Danaher Corporation (DHR)
Citigroup Com New (C)
Coty Com Cl A (COTY)
Alphabet Cap Stk Cl C (GOOG)
Blackstone Group Inc Com Cl A (BX)
Anheuser Busch Inbev Sa Sponsored Adr (BUD)

View all positions for Compass Wealth Management

Top funds holding Vanguard Total World Stock Idx

Bank of America Corporation
Edgehill Endowment Partners
Alliancebernstein
UBS Group
Royal Bank of Canada
Rockefeller Capital Management
Northern Trust
Angeles Wealth Management
Wells Fargo & Company
LPL Financial
Wind River Trust
Goldman Sachs Group
Allianz Asset Management
Evoke Wealth
Sageworth Trust Company

View all funds holding Vanguard Total World Stock Idx