Compass Planning Associates Inc's ownership history for VTI

Compass Planning Associates Inc currently holds 10.2K shares with a market value of $3.3M. It started holding VTI on 2024-12-31. At its peak, it held 20.1K shares on 2025-03-31. Its highest holding value was $6.0M on 2025-06-30. At its lowest, it held 10.2K shares on 2026-03-31, with a value of $3.3M on 2026-03-31. In the recent 180 days, Compass Planning Associates Inc has decreased its shares by 1.3K. In the recent year, Compass Planning Associates Inc has decreased its shares by 9.8K.