Capstone Wealth Management Group, LLC Vanguard Growth ETF Transaction History
Capstone Wealth Management Group, LLC
- $185 Million
- Q4 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 987 shares of VUG stock, worth $419,899. This represents 0.22% of its overall portfolio holdings.
Number of Shares
987
Previous 986
0.1%
Holding current value
$419,899
Previous $378,000
7.14%
% of portfolio
0.22%
Previous 0.22%
Shares
13 transactions
Others Institutions Holding VUG
# of Institutions
2,654Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$18.5 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$12.2 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.92 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.49 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.23 Billion6.58% of portfolio