Capstone Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History

Capstone Wealth Management Group, LLC

  • $104 Million
  • Q2 2025

A detailed history of Capstone Wealth Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 7,777 shares of VIG stock, worth $1.42 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
7,777
Previous 6,961 11.72%
Holding current value
$1.42 Million
Previous $1.27 Million 11.76%
% of portfolio
1.36%
Previous 0.74%

Shares

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

Jul 23, 2025
BUY
N/A
816 Added 11.72%
7,777 $1.42 Million
Q1 2025

Apr 28, 2025
BUY
N/A
34 Added 0.49%
6,961 $1.27 Million
Q4 2024

Jan 14, 2025
BUY
N/A
10 Added 0.14%
6,927 $1.26 Million
Q3 2024

Oct 15, 2024
BUY
$182.15 - $182.15 $6,193 - $6,193
34 Added 0.49%
6,917 $1.26 Million
Q1 2024

Apr 18, 2024
SELL
$168.47 - $182.98 $97,712 - $106,128
-580 Reduced 7.77%
6,883 $1.26 Million
Q4 2023

Jan 11, 2024
SELL
$150.16 - $171.16 $32,434 - $36,970
-216 Reduced 2.81%
7,463 $1.27 Million
Q3 2023

Nov 09, 2023
SELL
$155.38 - $166.95 $17,557 - $18,865
-113 Reduced 1.45%
7,679 $1.19 Million
Q2 2023

Jul 27, 2023
SELL
$152.74 - $162.43 $21,841 - $23,227
-143 Reduced 1.8%
7,792 $1.27 Million
Q1 2023

Apr 13, 2023
BUY
$147.24 - $158.33 $5,742 - $6,174
39 Added 0.49%
7,935 $1.22 Million
Q4 2022

Jan 25, 2023
SELL
$144.84 - $158.71 $7,966 - $8,729
-55 Reduced 0.69%
7,896 $0
Q3 2022

Nov 10, 2022
BUY
N/A
40 Added 0.51%
7,951 $1.08 Million
Q2 2022

Aug 12, 2022
BUY
N/A
38 Added 0.48%
7,911 $1.14 Million
Q1 2022

Apr 12, 2022
BUY
N/A
84 Added 1.08%
7,873 $1.28 Million
Q4 2021

Apr 12, 2022
BUY
N/A
7,789 New
7,789 $1.34 Million

Others Institutions Holding VIG

# of Institutions
2,610
Shares Held
258M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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