Capstone Financial Advisors, Inc. Vanguard Total Stock Market Et Transaction History

Capstone Financial Advisors, Inc.

  • $1.62 Billion
  • Q4 2024

A detailed history of Capstone Financial Advisors, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 950,803 shares of VTI stock, worth $281 Million. This represents 17.05% of its overall portfolio holdings.

Number of Shares
950,803
Previous 931,278 2.1%
Holding current value
$281 Million
Previous $264 Million 4.49%
% of portfolio
17.05%
Previous 16.24%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$280.04 - $302.45 $5.47 Million - $5.91 Million
19,525 Added 2.1%
950,803 $276 Million
Q3 2024

Nov 14, 2024
BUY
$255.18 - $283.2 $12.7 Million - $14.1 Million
49,745 Added 5.64%
931,278 $264 Million
Q2 2024

Aug 13, 2024
BUY
$245.23 - $269.4 $2.05 Million - $2.25 Million
8,344 Added 0.96%
881,533 $236 Million
Q1 2024

May 14, 2024
BUY
$232.77 - $260.14 $2.06 Million - $2.3 Million
8,831 Added 1.02%
873,189 $227 Million
Q4 2023

Feb 13, 2024
BUY
$203.12 - $238.25 $3.19 Million - $3.74 Million
15,692 Added 1.85%
864,358 $205 Million
Q3 2023

Nov 13, 2023
BUY
$211.41 - $228.35 $917,942 - $991,495
4,342 Added 0.51%
848,666 $180 Million
Q2 2023

Aug 14, 2023
BUY
$200.75 - $220.28 $3.97 Million - $4.35 Million
19,764 Added 2.4%
844,324 $186 Million
Q1 2023

May 12, 2023
BUY
$189.85 - $210.01 $3.31 Million - $3.66 Million
17,421 Added 2.16%
824,560 $168 Million
Q4 2022

Feb 15, 2023
BUY
$179.3 - $204.18 $3.94 Million - $4.48 Million
21,957 Added 2.8%
807,139 $154 Million
Q3 2022

Nov 14, 2022
BUY
$179.47 - $216.24 $5.4 Million - $6.51 Million
30,090 Added 3.98%
785,182 $141 Million
Q2 2022

Sep 02, 2022
SELL
$183.02 - $230.52 $1.03 Million - $1.3 Million
-5,636 Reduced 0.74%
755,092 $142 Million
Q1 2022

May 13, 2022
BUY
$209.9 - $242.97 $1.39 Million - $1.61 Million
6,627 Added 0.88%
760,728 $173 Million
Q4 2021

Feb 11, 2022
BUY
$221.73 - $242.96 $3.02 Million - $3.31 Million
13,621 Added 1.84%
754,101 $182 Million
Q3 2021

Nov 15, 2021
BUY
$219.23 - $234.37 $36.3 Million - $38.8 Million
165,504 Added 28.78%
740,480 $164 Million
Q2 2021

Aug 16, 2021
BUY
$209.28 - $222.82 $35.9 Million - $38.2 Million
171,536 Added 42.52%
574,976 $128 Million
Q1 2021

May 13, 2021
BUY
$191.87 - $208.85 $2.67 Million - $2.91 Million
13,935 Added 3.58%
403,440 $83.4 Million
Q4 2020

Feb 16, 2021
BUY
$166.99 - $194.64 $2.3 Million - $2.68 Million
13,760 Added 3.66%
389,505 $75.8 Million
Q3 2020

Nov 13, 2020
SELL
$157.44 - $181.24 $1.82 Million - $2.1 Million
-11,586 Reduced 2.99%
375,745 $64 Million
Q2 2020

Aug 14, 2020
SELL
$122.96 - $164.1 $41.6 Million - $55.6 Million
-338,725 Reduced 46.65%
387,331 $60.6 Million
Q1 2020

May 14, 2020
SELL
$111.91 - $172.17 $42.2 Million - $64.9 Million
-377,071 Reduced 34.18%
726,056 $93.6 Million
Q4 2019

Feb 14, 2020
BUY
$146.61 - $164.29 $6.61 Million - $7.41 Million
45,102 Added 4.26%
1,103,127 $180 Million
Q3 2019

Nov 13, 2019
BUY
$150.3 - $153.62 $7.23 Million - $7.39 Million
48,125 Added 4.77%
1,058,025 $160 Million
Q2 2019

Aug 12, 2019
BUY
N/A
42,335 Added 4.38%
1,009,900 $152 Million
Q1 2019

May 14, 2019
BUY
N/A
163,109 Added 20.28%
967,565 $140 Million
Q4 2018

Feb 14, 2019
BUY
N/A
103,191 Added 14.71%
804,456 $103 Million
Q3 2018

Nov 20, 2018
BUY
N/A
142,077 Added 25.41%
701,265 $105 Million
Q2 2018

Aug 15, 2018
BUY
N/A
90,760 Added 19.38%
559,188 $78.5 Million
Q1 2018

May 15, 2018
BUY
N/A
104,079 Added 28.57%
468,428 $63.6 Million
Q4 2017

Feb 14, 2018
BUY
N/A
364,349
364,349 $50 Million

Others Institutions Holding VTI

# of Institutions
3,357
Shares Held
460M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Capstone Financial Advisors, Inc. Portfolio

Follow Capstone Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capstone Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email