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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
2025-12-31 $1.6M 2.5k 627.17
2025-09-30 $1.5M 2.5k 612.31
2025-06-30 $1.4M 2.5k 568.12
2025-03-31 $1.4M 2.8k 513.98
2024-12-31 $1.5M 2.8k 538.79