Capital Planning Advisors, LLC Vanguard Russell 1000 Growth E Transaction History

Capital Planning Advisors, LLC

  • $639 Million
  • Q3 2024

A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 2,286 shares of VONG stock, worth $239,824. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,286
Previous 2,286 -0.0%
Holding current value
$239,824
Previous $214,000 2.8%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$81.38 - $94.58 $186,034 - $216,209
2,286 New
2,286 $214,000
Q1 2022

May 10, 2022
SELL
$63.45 - $79.12 $170,046 - $212,041
-2,680 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$69.67 - $79.55 $186,715 - $213,194
2,680 New
2,680 $210,000

Others Institutions Holding VONG

# of Institutions
667
Shares Held
141M
Call Options Held
28.8K
Put Options Held
2.3K
View Full List

About VANGUARD RUSSELL 1000 GROWTH E

VONG Quotes by TradingView
  • Ticker VONG
  • Sector ETFs
  • Industry ETFs
More about VONG
Track This Portfolio

Track Capital Planning Advisors, LLC Portfolio

Follow Capital Planning Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email