Vanguard Personalized Indexing Management’s Compass COMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $273K | Buy |
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|
2025
Q2 | $183K | Sell |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $126K | Sell |
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|
2024
Q3 | $133K | Buy |
|
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|
2024
Q2 | $64.4K | Buy |
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|
2024
Q1 | $49.2K | Buy |
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|
2023
Q4 | $50.4K | Buy |
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|
2023
Q3 | $35.2K | Sell |
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|
2023
Q2 | $43.7K | Sell |
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|
2023
Q1 | $43.7K | Buy |
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|
2022
Q4 | $28.8K | Buy |
|