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Vanguard S&p 500 Etf idx shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group 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 Wealth Management Group 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 Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $956k 1.8k 527.58
2024-06-30 $906k 1.8k 500.13
2024-03-31 $871k 1.8k 480.70
2023-12-31 $777k 1.8k 436.89
2023-09-30 $698k 1.8k 392.71
2023-06-30 $726k 1.8k 407.30
2023-03-31 $670k 1.8k 376.09
2022-12-31 $626k 1.8k 351.32
2022-09-30 $585k 1.8k 328.28
2022-06-30 $625k 1.8k 346.84
2022-03-31 $748k 1.8k 415.09
2021-12-31 $787k 1.8k 436.74