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 (VCSH). 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 | 40,313 | +2,109 | +5.5% | 1.76% | $3.2M | $79.17 |
| 2025 Q3 | REDUCED | 38,204 | -1,792 | -4.5% | 1.87% | $3.1M | $78.20 |
| 2025 Q2 | REDUCED | 39,996 | -15,686 | -28.2% | 1.80% | $3.2M | $76.93 |
| 2025 Q1 | ADDED | 55,682 | +462 | +0.8% | 1.84% | $4.4M | $75.55 |
| 2024 Q4 | ADDED | 55,220 | +4,917 | +9.8% | 1.72% | $4.3M | $74.15 |
| 2024 Q3 | REDUCED | 50,303 | -1,717 | -3.3% | 1.26% | $3.9M | $74.45 |
| 2024 Q1 | REDUCED | 52,020 | -733 | -1.4% | 1.67% | $4.0M | $71.04 |
| 2023 Q4 | REDUCED | 52,753 | -23,735 | -31.0% | 1.90% | $4.1M | $70.67 |
| 2023 Q3 | ADDED | 76,488 | +345 | +0.5% | 3.08% | $5.7M | $67.84 |
| 2023 Q2 | REDUCED | 76,143 | -41 | -0.1% | 3.10% | $5.8M | $67.77 |
As of 2025 Q4 — sorted by position size