A detailed history of Capstone Wealth Management Group, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 37,775 shares of MGV stock, worth $4.99 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares
37,775
Previous 19,253 96.2%
Holding current value
$4.99 Million
Previous $2.48 Million 99.84%
% of portfolio
4.77%
Previous 1.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

BUY
$114.87 - $131.25 $2.13 Million - $2.43 Million
18,522 Added 96.2%
37,775 $4.96 Million
Q1 2025

Apr 28, 2025

BUY
$123.61 - $133.01 $2.38 Million - $2.56 Million
19,253 New
19,253 $2.48 Million

Others Institutions Holding MGV

About VANGUARD MEGA CAP VALUE


  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
Track This Portfolio

Track Capstone Wealth Management Group, LLC Portfolio

Follow Capstone Wealth Management Group, 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 Capstone Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Wealth Management Group, LLC with notifications on news.