CAPSTONE FINANCIAL ADVISORS, INC. – Vanguard 500 Index Fund Transaction History
CAPSTONE FINANCIAL ADVISORS, INC. portfolio value:
$606,000
portfolio value
CAPSTONE FINANCIAL ADVISORS, INC. quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.11% | 2 shares | -34K | $328.3 | 1.84K |
| Q2 2022 | share | Increase | +10.55% | 176 shares | -53K | $346.88 | 1.84K |
| Q1 2022 | share | 0.00% | 0 shares | -35K | $415.17 | 1.66K | |
| Q4 2021 | share | Increase | +8.10% | 125 shares | 120K | $437.77 | 1.66K |
| Q3 2021 | share | Increase | +4.54% | 67 shares | 27K | $394.4 | 1.54K |
| Q2 2021 | share | Increase | 0.00% | 1.47K shares | 581K | $392.24 | 1.47K |