Capstone Wealth Management, LLC VTI Holdings History
Capstone Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, Capstone Wealth Management, LLC held 3,592.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $1.09 Mil. This investment constitutes 0.96% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2024Q4. And since then Capstone Wealth Management, LLC has made 2 purchases of VTI, at an average price of $286.92, for a total of 3,592.00 shares. Based on historical transaction data and VTI's current price of $312.03, Capstone Wealth Management, LLC's estimated gain on his VTI holdings is $90,190.58, reflecting a 8.75% gain to date.
Capstone Wealth Management, LLC VTI ($312.03) Holding Chart
Capstone Wealth Management, LLC VTI ($312.03) 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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