Cornerstone Wealth Advisors, Inc. Vanguard Small Cap Value ETF Transaction History

Cornerstone Wealth Advisors, Inc.

  • $360 Million
  • Q1 2025

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 44,449 shares of VBR stock, worth $8.4 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
44,449
Previous 43,521 2.13%
Holding current value
$8.4 Million
Previous $8.62 Million 4.36%
% of portfolio
2.29%
Previous 2.37%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$183.02 - $207.75 $169,842 - $192,792
928 Added 2.13%
44,449 $8.25 Million
Q4 2024

Jan 21, 2025
BUY
$197.36 - $217.3 $386,430 - $425,473
1,958 Added 4.71%
43,521 $8.62 Million
Q3 2024

Oct 24, 2024
BUY
$179.99 - $201.6 $631,944 - $707,817
3,511 Added 9.23%
41,563 $8.35 Million
Q2 2024

Jul 12, 2024
BUY
$177.65 - $191.11 $437,729 - $470,895
2,464 Added 6.92%
38,052 $6.95 Million
Q1 2024

Apr 11, 2024
BUY
$172.45 - $191.88 $415,776 - $462,622
2,411 Added 7.27%
35,588 $6.83 Million
Q4 2023

Jan 19, 2024
BUY
$149.18 - $181.94 $298,210 - $363,698
1,999 Added 6.41%
33,177 $5.97 Million
Q3 2023

Oct 23, 2023
BUY
$157.33 - $174.39 $174,950 - $193,921
1,112 Added 3.7%
31,178 $4.97 Million
Q2 2023

Jul 20, 2023
BUY
$150.74 - $165.4 $207,116 - $227,259
1,374 Added 4.79%
30,066 $4.97 Million
Q1 2023

May 11, 2023
BUY
$150.22 - $177.69 $121,227 - $143,395
807 Added 2.89%
28,692 $4.56 Million
Q4 2022

Jan 23, 2023
SELL
$147.25 - $169.54 $95,270 - $109,692
-647 Reduced 2.27%
27,885 $0
Q3 2022

Oct 18, 2022
SELL
$143.4 - $172.87 $62,235 - $75,025
-434 Reduced 1.5%
28,532 $4.09 Million
Q2 2022

Jul 18, 2022
SELL
$146.67 - $178.24 $174,830 - $212,462
-1,192 Reduced 3.95%
28,966 $4.34 Million
Q1 2022

Apr 19, 2022
SELL
$165.62 - $182.58 $1.85 Million - $2.04 Million
-11,146 Reduced 26.99%
30,158 $5.31 Million
Q4 2021

Feb 09, 2022
BUY
$168.72 - $185.72 $212,249 - $233,635
1,258 Added 3.14%
41,304 $7.39 Million
Q3 2021

Nov 15, 2021
BUY
$162.66 - $175.73 $272,130 - $293,996
1,673 Added 4.36%
40,046 $6.78 Million
Q2 2021

Jul 16, 2021
BUY
$166.46 - $180.76 $119,518 - $129,785
718 Added 1.91%
38,373 $6.73 Million
Q1 2021

May 17, 2021
BUY
$139.89 - $172.72 $5.27 Million - $6.5 Million
37,655 New
37,655 $6.24 Million

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.9M
Call Options Held
42.9K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Cornerstone Wealth Advisors, Inc. Portfolio

Follow Cornerstone Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email