Capital Planning Advisors, LLC's ownership history for VUG

Capital Planning Advisors, LLC currently holds 14.4K shares with a market value of $7.0M. It started holding VUG on 2024-09-30. At its peak, it held 15.8K shares on 2024-09-30. Its highest holding value was $7.0M on 2025-12-31. At its lowest, it held 14.4K shares on 2025-12-31, with a value of $5.4M on 2025-03-31. In the recent 180 days, Capital Planning Advisors, LLC has decreased its shares by 54. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 686.