Cornerstone Wealth Advisors, Inc. Vanguard Small Cap Value ETF Transaction History
Cornerstone Wealth Advisors, Inc.
- $334 Million
- Q2 2024
A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 38,052 shares of VBR stock, worth $7.63 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
38,052
Previous 35,588
6.92%
Holding current value
$7.63 Million
Previous $6.83 Million
1.71%
% of portfolio
2.08%
Previous 2.1%
Shares
14 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio