Compass Wealth Management LLC
Holdings in VFC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,853,225 | 600,289 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $577,950 | 40,052 | Shares | Sole | 2025-10-31 |
| 2025-06-30 | $6,458,305 | 549,643 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $5,533,376 | 356,532 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $6,874,238 | 320,328 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $6,029,348 | 302,223 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $3,376,579 | 250,117 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $2,574,144 | 167,806 | Shares | Sole | 2024-04-05 |