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Capital Square, LLC MO Position History
Altria Group, Inc. • Consumer Defensive
Quarters held
5
Latest value
$4.7M
Q3 2026
Peak value
$5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.3M |
| Q4 2025 | $3.8M |
| Q1 2026 | $4.5M |
| Q2 2026 | $5M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 69.2K | — | — |
| Q2 2026 | $5M | 69.2K | — | — |
| Q1 2026 | $4.5M | 67.0K | — | — |
| Q4 2025 | $3.8M | 65.2K | — | — |
| Q3 2025 | $4.3M | 64.5K | — | — |
Other funds holding MO
$9.4B
$8.9B
$8.3B
$5.1B
$5.1B
$4.8B
$4.8B
Other Capital Square, LLC positions
VGES
$16.9MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$15.6MVANGUARD TOTAL STOCK MARKET ETF
VGES
$14.7MVANGUARD TOTAL STOCK MARKET ETF
ETHA
$12.9MISHARES TR PFD AND INCM SEC
VGES
$12.5MVANGUARD TOTAL STOCK MARKET ETF
VGES
$11.7MVANGUARD TOTAL STOCK MARKET ETF
ETHA
$9.1MISHARES TR PFD AND INCM SEC
ETHA
$7.4MISHARES TR PFD AND INCM SEC