Ownership history in Capasso Planning Partners LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Capasso Planning Partners LLC reported a position in VANGUARD SCOTTSDALE FDS (VCIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 63,707 | +4,935 | +8.4% | 2.92% | $5.3M | $83.12 |
| 2025 Q3 | REDUCED | 58,772 | -346 | -0.6% | 3.03% | $4.9M | $82.18 |
| 2025 Q2 | REDUCED | 59,118 | -17,046 | -22.4% | 2.77% | $4.9M | $80.05 |
| 2025 Q1 | ADDED | 76,164 | +1,769 | +2.4% | 2.61% | $6.2M | $78.01 |
| 2024 Q4 | ADDED | 74,395 | +5,932 | +8.7% | 2.39% | $6.0M | $76.02 |
| 2024 Q3 | ADDED | 68,463 | +1,919 | +2.9% | 1.78% | $5.5M | $78.14 |
| 2024 Q1 | ADDED | 66,544 | +1,325 | +2.0% | 2.22% | $5.4M | $73.47 |
| 2023 Q4 | ADDED | 65,219 | +1,157 | +1.8% | 2.47% | $5.3M | $73.67 |
| 2023 Q3 | ADDED | 64,062 | +1,439 | +2.3% | 2.60% | $4.9M | $67.91 |
| 2023 Q2 | REDUCED | 62,623 | -498 | -0.8% | 2.66% | $4.9M | $69.96 |
As of 2025 Q4 — sorted by position size