Capstone Wealth Management Group, LLC Vanguard Small Cap ETF Transaction History
Capstone Wealth Management Group, LLC
- $170 Million
- Q3 2024
A detailed history of Capstone Wealth Management Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 4,849 shares of VB stock, worth $1.23 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
4,849
Previous 4,902
1.08%
Holding current value
$1.23 Million
Previous $1.07 Million
7.68%
% of portfolio
0.68%
Previous 0.69%
Shares
11 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.39 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.87 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.84 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.33 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.31 Billion0.28% of portfolio