Capstone Wealth Management Group, LLC Vanguard Growth ETF Transaction History
Capstone Wealth Management Group, LLC
- $170 Million
- Q3 2024
A detailed history of Capstone Wealth Management Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 986 shares of VUG stock, worth $411,931. This represents 0.22% of its overall portfolio holdings.
Number of Shares
986
Previous 983
0.31%
Holding current value
$411,931
Previous $367,000
3.0%
% of portfolio
0.22%
Previous 0.24%
Shares
12 transactions
Others Institutions Holding VUG
# of Institutions
2,374Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.3 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.67 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.77 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.46 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.37 Billion6.36% of portfolio