Capstone Wealth Management Group (Pennsylvania)’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
|
|||||
|
2025
Q1 | $932K | Buy |
|
|||||
|
2024
Q4 | $977K | Buy |
|
|||||
|
2024
Q3 | $956K | Buy |
|
|||||
|
2024
Q2 | $906K | Hold |
|
|||||
|
2024
Q1 | $871K | Buy |
|
|||||
|
2023
Q4 | $777K | Buy |
|
|||||
|
2023
Q3 | $698K | Sell |
|
|||||
|
2023
Q2 | $726K | Hold |
|
|||||
|
2023
Q1 | $670K | Hold |
|
|||||
|
2022
Q4 | $626K | Hold |
|
|||||
|
2022
Q3 | $585K | Sell |
|
|||||
|
2022
Q2 | $625K | Hold |
|
|||||
|
2022
Q1 | $748K | Hold |
|
|||||
|
2021
Q4 | $787K | Buy |
|