Capstone Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Capstone Financial Advisors, Inc.

$1.59 Billion
Q1 2025

A detailed history of Capstone Financial Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 42,387 shares of VIG stock, worth $7.72 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

42,387

Previous 43,041 1.52%

Holding current value

$7.72 Million

Previous $7.84 Million 1.52%

% of portfolio

0.49%

Previous 0.49%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	N/A	-654 Reduced 1.52%	42,387 $7.72 Million
Q4 2024 Feb 14, 2025	SELL	N/A	-262 Reduced 0.61%	43,041 $7.84 Million
Q3 2024 Nov 14, 2024	BUY	$182.15 - $182.15 $125,137 - $125,137	687 Added 1.61%	43,303 $7.89 Million
Q2 2024 Aug 13, 2024	SELL	$173.33 - $185.29 $661,080 - $706,696	-3,814 Reduced 8.21%	42,616 $7.78 Million
Q1 2024 May 14, 2024	SELL	$168.47 - $182.98 $268,541 - $291,670	-1,594 Reduced 3.32%	46,430 $8.48 Million
Q4 2023 Feb 13, 2024	SELL	$150.16 - $171.16 $669,263 - $762,860	-4,457 Reduced 8.49%	48,024 $8.18 Million
Q3 2023 Nov 13, 2023	SELL	$155.38 - $166.95 $178,842 - $192,159	-1,151 Reduced 2.15%	52,481 $8.15 Million
Q2 2023 Aug 14, 2023	SELL	$152.74 - $162.43 $184,968 - $196,702	-1,211 Reduced 2.21%	53,632 $8.71 Million
Q1 2023 May 12, 2023	SELL	$147.24 - $158.33 $420,370 - $452,032	-2,855 Reduced 4.95%	54,843 $8.45 Million
Q4 2022 Feb 15, 2023	SELL	$144.84 - $158.71 $273,747 - $299,961	-1,890 Reduced 3.17%	57,698 $8.76 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-2,858 Reduced 4.58%	59,588 $8.05 Million
Q2 2022 Sep 02, 2022	SELL	N/A	-4,106 Reduced 6.17%	62,446 $8.96 Million
Q1 2022 May 13, 2022	SELL	N/A	-8,799 Reduced 11.68%	66,552 $10.8 Million
Q4 2021 Feb 11, 2022	SELL	N/A	-3,329 Reduced 4.23%	75,351 $12.9 Million
Q3 2021 Nov 15, 2021	SELL	N/A	-22,434 Reduced 22.19%	78,680 $12.1 Million
Q2 2021 Aug 16, 2021	SELL	N/A	-12,081 Reduced 10.67%	101,114 $15.7 Million
Q1 2021 May 13, 2021	SELL	N/A	-34,186 Reduced 23.2%	113,195 $16.6 Million
Q4 2020 Feb 16, 2021	SELL	N/A	-42,478 Reduced 22.37%	147,381 $20.8 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-16,683 Reduced 8.08%	189,859 $24.4 Million
Q2 2020 Aug 14, 2020	SELL	N/A	-23,807 Reduced 10.34%	206,542 $24.2 Million
Q1 2020 May 14, 2020	SELL	N/A	-129,680 Reduced 36.02%	230,349 $23.8 Million
Q4 2019 Feb 14, 2020	SELL	N/A	-19,559 Reduced 5.15%	360,029 $44.9 Million
Q3 2019 Nov 13, 2019	SELL	N/A	-12,607 Reduced 3.21%	379,588 $45.4 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-17,170 Reduced 4.19%	392,195 $45.2 Million
Q1 2019 May 14, 2019	SELL	N/A	-34,404 Reduced 7.75%	409,365 $44.9 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-62,193 Reduced 12.29%	443,769 $43.5 Million
Q3 2018 Nov 20, 2018	SELL	N/A	-43,026 Reduced 7.84%	505,962 $56 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-12,022 Reduced 2.14%	548,988 $55.8 Million
Q1 2018 May 15, 2018	SELL	N/A	-24,299 Reduced 4.15%	561,010 $56.7 Million
Q4 2017 Feb 14, 2018	BUY	N/A	585,309	585,309 $59.7 Million

Others Institutions Holding VIG

# of Institutions

2,541

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Capstone Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History