Cornerstone Wealth Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Cornerstone Wealth Advisors, Inc.

$413 Million
Q3 2025

A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 3,025 shares of ESGV stock, worth $359,521. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,025

Previous 3,455 12.45%

Holding current value

$359,521

Previous $378,000 5.29%

% of portfolio

0.09%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$109.47 - $119.06 $47,072 - $51,195	-430 Reduced 12.45%	3,025 $358,000
Q2 2025 Jul 17, 2025	SELL	$86.93 - $109.64 $6,519 - $8,223	-75 Reduced 2.12%	3,455 $378,000
Q4 2024 Jan 21, 2025	BUY	$100.18 - $109.1 $107,693 - $117,282	1,075 Added 43.79%	3,530 $370,000
Q3 2024 Oct 24, 2024	BUY	$91.37 - $101.65 $456 - $508	5 Added 0.2%	2,455 $249,000
Q2 2024 Jul 12, 2024	BUY	$87.24 - $97.37 $213,738 - $238,556	2,450 New	2,450 $236,000

Others Institutions Holding ESGV

# of Institutions

705

Shares Held

31.3M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Cornerstone Wealth Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History