Cornerstone Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Cornerstone Wealth Management, LLC

  • $1.27 Billion
  • Q2 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 1,930 shares of VT stock, worth $230,885. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,930
Previous 2,214 12.83%
Holding current value
$230,885
Previous $244,000 11.07%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$104.94 - $113.51 $29,802 - $32,236
-284 Reduced 12.83%
1,930 $217,000
Q1 2024

Apr 19, 2024
SELL
$100.68 - $110.5 $15,102 - $16,575
-150 Reduced 6.35%
2,214 $244,000
Q4 2023

Jan 10, 2024
BUY
$88.97 - $103.1 $210,325 - $243,728
2,364 New
2,364 $243,000
Q4 2018

Feb 13, 2019
SELL
N/A
-37,187 Closed
0 $0
Q3 2018

Oct 19, 2018
SELL
N/A
-977 Reduced 2.56%
37,187 $522,000
Q2 2018

Jul 20, 2018
BUY
N/A
38,164 New
38,164 $522,000

Others Institutions Holding VT

# of Institutions
959
Shares Held
86.7M
Call Options Held
209K
Put Options Held
49.6K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, LLC 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 Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email