Vanguard S&p 500 Etf idx shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.4k | 612.38 |
| 2025-06-30 | $1.6M | 2.8k | 567.96 |
| 2025-03-31 | $1.2M | 2.3k | 514.00 |
| 2024-12-31 | $1.0M | 1.9k | 538.73 |
| 2024-09-30 | $876k | 1.7k | 527.73 |
| 2024-06-30 | $820k | 1.6k | 500.02 |
| 2024-03-31 | $844k | 1.8k | 480.60 |
| 2023-09-30 | $673k | 1.7k | 392.66 |
| 2023-06-30 | $689k | 1.7k | 407.20 |
| 2023-03-31 | $318k | 845 | 376.20 |
| 2022-12-31 | $296k | 843 | 351.52 |
| 2022-09-30 | $606k | 1.8k | 328.28 |
| 2022-06-30 | $640k | 1.8k | 347.07 |
| 2022-03-31 | $693k | 1.7k | 415.47 |
| 2021-12-31 | $728k | 1.7k | 436.45 |
| 2021-09-30 | $608k | 1.5k | 394.04 |
| 2021-06-30 | $581k | 1.5k | 393.63 |
More positions owned by Capstone Financial Advisors
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