Capital Planning Advisors, LLC's ownership history for VTI

Capital Planning Advisors, LLC currently holds 2.7K shares with a market value of $915.3K. It started holding VTI on 2024-09-30. At its peak, it held 3.0K shares on 2025-03-31. Its highest holding value was $915.3K on 2025-12-31. At its lowest, it held 2.7K shares on 2025-09-30, with a value of $785.8K on 2024-09-30. In the recent 180 days, Capital Planning Advisors, LLC has decreased its shares by 252. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 45.