CAPSTONE FINANCIAL ADVISORS, INC. – Vanguard ESG U.S. Stock ETF Transaction History
CAPSTONE FINANCIAL ADVISORS, INC. portfolio value:
$443,000
portfolio value
CAPSTONE FINANCIAL ADVISORS, INC. quarter portfolio value change:
-5.26%
quarter
Vanguard ESG U.S. Stock ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +58.61% | 2.60K shares | 148K | $62.91 | 7.04K |
| Q2 2022 | share | Decrease | -38.12% | -2.73K shares | -287K | $66.4 | 4.44K |
| Q1 2022 | share | Increase | +14.51% | 910 shares | 31K | $81.08 | 7.18K |
| Q4 2021 | share | Increase | +18.23% | 967 shares | 126K | $88.16 | 6.27K |
| Q3 2021 | share | Increase | +0.28% | 15 shares | 2K | $80.06 | 5.30K |
| Q2 2021 | share | Increase | +2.36% | 122 shares | 42K | $79.75 | 5.28K |
| Q1 2021 | share | Increase | +49.39% | 1.70K shares | 138K | $73.37 | 5.16K |
| Q4 2020 | share | Increase | 0.00% | 3.45K shares | 243K | $69.66 | 3.45K |