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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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