Cornerstone Planning Group LLC Vanguard Total World Stk Index Transaction History

Cornerstone Planning Group LLC

$418 Billion
Q1 2025

A detailed history of Cornerstone Planning Group LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 644 shares of VT stock, worth $84,235. This represents 0.02% of its overall portfolio holdings.

Number of Shares

644

Previous 791 18.58%

Holding current value

$84,235

Previous $95.3 Million 23.41%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$115.08 - $123.97 $16,916 - $18,223	-147 Reduced 18.58%	644 $73 Million
Q4 2024 Jan 29, 2025	SELL	$117.09 - $123.07 $117 - $123	-1 Reduced 0.13%	791 $95.3 Million
Q3 2024 Nov 05, 2024	BUY	$107.72 - $119.96 $107 - $119	1 Added 0.13%	792 $94.5 Million
Q2 2024 Aug 13, 2024	SELL	$104.94 - $113.51 $17,420 - $18,842	-166 Reduced 17.35%	791 $85.2 Million
Q1 2024 May 07, 2024	BUY	$100.68 - $110.5 $201 - $221	2 Added 0.21%	957 $104 Million
Q4 2023 Feb 12, 2024	BUY	$88.97 - $103.1 $355 - $412	4 Added 0.42%	955 $98.2 Million
Q3 2023 Nov 08, 2023	BUY	$92.79 - $100.59 $185 - $201	2 Added 0.21%	951 $88.6 Million
Q2 2023 Aug 15, 2023	BUY	$91.33 - $98.06 $44,934 - $48,245	492 Added 107.66%	949 $92 Million
Q4 2022 Feb 14, 2023	BUY	$78.67 - $91.07 $35,952 - $41,618	457 New	457 $41 Million

Others Institutions Holding VT

# of Institutions

1,124

Shares Held

111M

Call Options Held

315K

Put Options Held

120K

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Cornerstone Planning Group LLC Vanguard Total World Stk Index Transaction History