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Compass Financial Services’s Vital Farms VITL Stock Holding History

Compass Financial Services’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-150
Closed -$5.78K – 357
2025
Q2 		$5.78K Buy
+150
New +$5.06K ﹤0.01% 230

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American Century Companies
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Lord, Abbett & Co
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Compass Financial Services's VITL Position: Q3 2025 in Review

Compass Financial Services sold out of Vital Farms (VITL) in Q3 2025, closing a stake of 150 shares — an estimated $5.78K sold.

Compass Financial Services first reported a position in VITL in Q2 2025 and held it in 1 quarter. The position peaked at $5.78K in Q2 2025. 272 funds tracked by Wall St. Rank hold VITL as of Q3 2025.

  • Compass Financial Services reported no remaining Vital Farms position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 150 Vital Farms shares in Q3 2025, an estimated $5.78K.
  • Compass Financial Services first reported a position in Vital Farms in Q2 2025 and held it in 1 quarter.
  • Compass Financial Services's Vital Farms position peaked at $5.78K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Vital Farms as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.