Capstone Wealth Management Group, LLC Vanguard Growth ETF Transaction History

Capstone Wealth Management Group, LLC

  • $236 Million
  • Q3 2025

A detailed history of Capstone Wealth Management Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 989 shares of VUG stock, worth $478,201. This represents 0.2% of its overall portfolio holdings.

Number of Shares
989
Previous 988 0.1%
Holding current value
$478,201
Previous $433,000 9.47%
% of portfolio
0.2%
Previous 0.42%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$433.97 - $484.08 $433 - $484
1 Added 0.1%
989 $474,000
Q1 2025

Apr 28, 2025
BUY
$369.1 - $427.61 $369 - $427
1 Added 0.1%
988 $366,000
Q4 2024

Jan 14, 2025
BUY
$378.79 - $428.11 $378 - $428
1 Added 0.1%
987 $405,000
Q3 2024

Oct 15, 2024
BUY
$341.08 - $391.94 $1,023 - $1,175
3 Added 0.31%
986 $378,000
Q2 2024

Aug 09, 2024
SELL
$322.46 - $377.11 $5,804 - $6,787
-18 Reduced 1.8%
983 $367,000
Q1 2024

Apr 18, 2024
BUY
$301.05 - $346.61 $4,816 - $5,545
16 Added 1.62%
1,001 $344,000
Q4 2023

Jan 11, 2024
BUY
$261.54 - $312.16 $523 - $624
2 Added 0.2%
985 $306,000
Q3 2023

Nov 09, 2023
SELL
$269.56 - $293.5 $1,078 - $1,174
-4 Reduced 0.41%
983 $267,000
Q2 2023

Jul 27, 2023
BUY
$243.06 - $282.96 $486 - $565
2 Added 0.2%
987 $279,000
Q1 2023

Apr 13, 2023
BUY
$209.25 - $249.44 $209 - $249
1 Added 0.1%
985 $245,000
Q4 2022

Jan 25, 2023
BUY
$208.44 - $233.81 $1,459 - $1,636
7 Added 0.72%
984 $0
Q3 2022

Nov 10, 2022
BUY
$213.95 - $266.28 $427 - $532
2 Added 0.21%
977 $209,000
Q2 2022

Aug 12, 2022
SELL
$214.97 - $293.87 $10,103 - $13,811
-47 Reduced 4.6%
975 $217,000
Q1 2022

Apr 12, 2022
BUY
$254.37 - $323.09 $508 - $646
2 Added 0.2%
1,022 $294,000
Q4 2021

Apr 12, 2022
BUY
$287.0 - $325.67 $292,740 - $332,183
1,020 New
1,020 $327,000

Others Institutions Holding VUG

# of Institutions
2,914
Shares Held
277M
Call Options Held
345K
Put Options Held
186K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Capstone Wealth Management Group, LLC Portfolio

Follow Capstone Wealth Management Group, LLC 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 Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email