A detailed history of Capstone Wealth Management Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 1,812 shares of VOO stock, worth $987,612. This represents 0.56% of its overall portfolio holdings.

Number of Shares
1,812
Previous 1,811 0.06%
Holding current value
$987,612
Previous $905,000 5.64%
% of portfolio
0.56%
Previous 0.59%

Shares

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

Oct 15, 2024

BUY
$475.2 - $527.7 $475 - $527
1 Added 0.06%
1,812 $956,000
Q1 2024

Apr 18, 2024

BUY
$429.43 - $481.35 $14,171 - $15,884
33 Added 1.86%
1,811 $870,000
Q4 2023

Jan 11, 2024

BUY
$377.32 - $438.19 $377 - $438
1 Added 0.06%
1,778 $776,000
Q3 2023

Nov 09, 2023

SELL
$392.7 - $420.68 $1,963 - $2,103
-5 Reduced 0.28%
1,777 $697,000
Q3 2022

Nov 10, 2022

SELL
$328.3 - $395.04 $6,566 - $7,900
-20 Reduced 1.11%
1,782 $585,000
Q4 2021

Apr 12, 2022

BUY
$394.21 - $439.01 $710,366 - $791,096
1,802 New
1,802 $787,000

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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.