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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

VGM holding history

Invesco Trust for Investment Grade Municipals in every 13F filed by Compass Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VGM overviewAll 13F holders of VGMFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2023
Holdings of VGM by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−7,720−100.0%Sold outHolders
Q3 20237,720$65.6K<0.1%00.0%UnchangedHolders
Q2 20237,720$75.0K<0.1%+7,720NewHolders