Capstone Wealth Management Group, LLC Vanguard Mid 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 Mid Cap ETF stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 4,528 shares of VO stock, worth $1.2 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
4,528
Previous 4,509 0.42%
Holding current value
$1.2 Million
Previous $1.09 Million 9.44%
% of portfolio
0.7%
Previous 0.71%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$237.84 - $263.83 $4,518 - $5,012
19 Added 0.42%
4,528 $1.19 Million
Q1 2024

Apr 18, 2024
SELL
$225.86 - $249.86 $32,523 - $35,979
-144 Reduced 3.09%
4,509 $1.13 Million
Q4 2023

Jan 11, 2024
SELL
$195.66 - $233.95 $16,435 - $19,651
-84 Reduced 1.77%
4,653 $1.08 Million
Q3 2023

Nov 09, 2023
SELL
$206.6 - $228.23 $33,469 - $36,973
-162 Reduced 3.31%
4,737 $986,000
Q2 2023

Jul 27, 2023
SELL
$203.43 - $220.16 $17,291 - $18,713
-85 Reduced 1.71%
4,899 $1.08 Million
Q1 2023

Apr 13, 2023
SELL
$200.2 - $225.98 $1.79 Million - $2.02 Million
-8,937 Reduced 64.2%
4,984 $1.05 Million
Q4 2022

Jan 25, 2023
SELL
$186.57 - $217.26 $92,538 - $107,760
-496 Reduced 3.44%
13,921 $0
Q3 2022

Nov 10, 2022
BUY
$187.98 - $227.42 $32,708 - $39,571
174 Added 1.22%
14,417 $2.71 Million
Q2 2022

Aug 12, 2022
SELL
$190.36 - $240.41 $108,505 - $137,033
-570 Reduced 3.85%
14,243 $2.81 Million
Q1 2022

Apr 12, 2022
SELL
$219.86 - $253.39 $775,885 - $894,213
-3,529 Reduced 19.24%
14,813 $3.52 Million
Q4 2021

Apr 12, 2022
BUY
$236.98 - $261.2 $4.35 Million - $4.79 Million
18,342 New
18,342 $4.67 Million

Others Institutions Holding VO

# of Institutions
2,091
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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.

Choose your preferred platform and Sign Up 👇 Telegram Email