Capstone Wealth Management Group, LLC Vanguard Growth ETF Transaction History
Capstone Wealth Management Group, LLC
- $104 Million
- Q2 2025
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 988 shares of VUG stock, worth $476,265. This represents 0.42% of its overall portfolio holdings.
Number of Shares
988
Previous 988
-0.0%
Holding current value
$476,265
Previous $366,000
18.31%
% of portfolio
0.42%
Previous 0.21%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,810Shares Held
282MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio