Capstone Financial Advisors, Inc. VTI Holdings History
Capstone Financial Advisors, Inc.'s Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Capstone Financial Advisors, Inc. held 960,904.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $264.09 Mil. This investment constitutes 16.57% of their stock portfolio, and Capstone Financial Advisors, Inc. now holds 0.06% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2014Q4. And since then Capstone Financial Advisors, Inc. has made 28 purchases of VTI, at an average price of $163.41, for a total of 1.71 Mil shares. In addition, there have been 5 sales at an average price of $151.67 for 744,601.00 shares. Based on historical transaction data and VTI's current price of $309.09, Capstone Financial Advisors, Inc.'s estimated gain on his VTI holdings is $131.24 Mil, reflecting a 47.09% gain to date.
Capstone Financial Advisors, Inc. VTI ($309.09) Holding Chart
Capstone Financial Advisors, Inc. VTI ($309.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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