Capstone Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Capstone Wealth Management Group, LLC

$185 Million
Q4 2024

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 1,813 shares of VOO stock, worth $960,001. This represents 0.53% of its overall portfolio holdings.

Number of Shares

1,813

Previous 1,812 0.06%

Holding current value

$960,001

Previous $956,000 2.09%

% of portfolio

0.53%

Previous 0.56%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$521.84 - $558.82 $521 - $558	1 Added 0.06%	1,813 $976,000
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

# of Institutions

3,530

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Capstone Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History