Cornerstone Wealth Advisors, Inc. Vanguard Value ETF Transaction History
Cornerstone Wealth Advisors, Inc.
- $325 Million
- Q1 2024
A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 176,521 shares of VTV stock, worth $28.3 Million. This represents 8.85% of its overall portfolio holdings.
Number of Shares
176,521
Previous 176,016
0.29%
Holding current value
$28.3 Million
Previous $26.3 Million
9.25%
% of portfolio
8.85%
Previous 8.52%
Shares
13 transactions
Others Institutions Holding VTV
# of Institutions
2,152Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.88 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.64 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.15 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio