Capstone Financial Advisors, Inc. Vanguard Information Technolog Transaction History

Capstone Financial Advisors, Inc.

$1.84 Billion
Q3 2025

A detailed history of Capstone Financial Advisors, Inc. transactions in Vanguard Information Technolog stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 622 shares of VGT stock, worth $470,393. This represents 0.03% of its overall portfolio holdings.

Number of Shares

622

Previous 605 2.81%

Holding current value

$470,393

Previous $401,000 15.71%

% of portfolio

0.03%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$656.44 - $753.15 $11,159 - $12,803	17 Added 2.81%	622 $464,000
Q2 2025 Aug 08, 2025	BUY	$470.37 - $663.28 $2,822 - $3,979	6 Added 1.0%	605 $401,000
Q4 2024 Feb 14, 2025	BUY	$571.78 - $647.97 $1,143 - $1,295	2 Added 0.34%	599 $372,000
Q3 2024 Nov 14, 2024	BUY	$514.43 - $606.85 $2,572 - $3,034	5 Added 0.84%	597 $350,000
Q1 2024 May 14, 2024	BUY	$462.18 - $530.16 $1,386 - $1,590	3 Added 0.51%	592 $310,000
Q4 2023 Feb 13, 2024	BUY	$399.56 - $486.79 $399 - $486	1 Added 0.17%	589 $285,000
Q3 2023 Nov 13, 2023	BUY	$409.4 - $459.58 $818 - $919	2 Added 0.34%	588 $243,000
Q2 2023 Aug 14, 2023	BUY	$368.4 - $443.39 $736 - $886	2 Added 0.34%	586 $259,000
Q1 2023 May 12, 2023	BUY	$311.14 - $385.47 $181,705 - $225,114	584 New	584 $225,000
Q2 2022 Sep 02, 2022	SELL	$315.97 - $423.43 $183,894 - $246,436	-582 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$396.99 - $466.1 $396 - $466	1 Added 0.17%	582 $266,000
Q2 2021 Aug 16, 2021	BUY	$351.88 - $400.08 $351 - $400	1 Added 0.17%	581 $232,000
Q1 2021 May 13, 2021	BUY	$339.41 - $380.61 $196,857 - $220,753	580 New	580 $208,000

Others Institutions Holding VGT

# of Institutions

2,080

Shares Held

55.1M

Call Options Held

410K

Put Options Held

310K

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About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Capstone Financial Advisors, Inc. Vanguard Information Technolog Transaction History