Cornerstone Wealth Advisors, Inc. Vanguard Intermediate Term Tre Transaction History

Cornerstone Wealth Advisors, Inc.

$360 Million
Q1 2025

A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 41,090 shares of VGIT stock, worth $2.44 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

41,090

Previous 36,235 13.4%

Holding current value

$2.44 Million

Previous $2.1 Million 15.94%

% of portfolio

0.68%

Previous 0.58%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$57.44 - $59.4 $278,871 - $288,387	4,855 Added 13.4%	41,090 $2.44 Million
Q4 2024 Jan 21, 2025	BUY	$57.78 - $60.4 $166,695 - $174,254	2,885 Added 8.65%	36,235 $2.1 Million
Q3 2024 Oct 24, 2024	BUY	$57.8 - $60.8 $14,912 - $15,686	258 Added 0.78%	33,350 $2.02 Million
Q2 2024 Jul 12, 2024	BUY	$57.14 - $58.53 $140,850 - $144,276	2,465 Added 8.05%	33,092 $1.93 Million
Q1 2024 Apr 11, 2024	BUY	$58.07 - $59.52 $54,760 - $56,127	943 Added 3.18%	30,627 $1.79 Million
Q4 2023 Jan 19, 2024	SELL	$56.15 - $59.51 $415,846 - $440,731	-7,406 Reduced 19.97%	29,684 $1.76 Million
Q3 2023 Oct 23, 2023	BUY	$56.93 - $59.05 $166,520 - $172,721	2,925 Added 8.56%	37,090 $2.12 Million
Q2 2023 Jul 20, 2023	BUY	$58.61 - $60.65 $187,903 - $194,443	3,206 Added 10.36%	34,165 $2 Million
Q1 2023 May 11, 2023	BUY	$57.72 - $60.39 $141,644 - $148,197	2,454 Added 8.61%	30,959 $1.86 Million
Q4 2022 Jan 23, 2023	BUY	$57.14 - $59.67 $1.35 Million - $1.41 Million	23,580 Added 478.78%	28,505 $0
Q3 2022 Oct 18, 2022	BUY	$57.73 - $62.32 $284,320 - $306,926	4,925 New	4,925 $287,000

Others Institutions Holding VGIT

# of Institutions

877

Shares Held

398M

Call Options Held

8.8K

Put Options Held

13.9K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

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Cornerstone Wealth Advisors, Inc. Vanguard Intermediate Term Tre Transaction History