Cornerstone Wealth Advisors, Inc. Vanguard Transaction History
Cornerstone Wealth Advisors, Inc.
- $413 Million
- Q3 2025
A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 899,185 shares of VGSH stock, worth $52.8 Million. This represents 12.81% of its overall portfolio holdings.
Number of Shares
899,185
Previous 860,921
4.44%
Holding current value
$52.8 Million
Previous $50.6 Million
4.62%
% of portfolio
12.81%
Previous 13.07%
Shares
19 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio