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

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 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 1,764 shares of VT stock, worth $208,257. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,764
Previous 1,930 8.6%
Holding current value
$208,257
Previous $217,000 2.76%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$107.72 - $119.96 $17,881 - $19,913
-166 Reduced 8.6%
1,764 $211,000
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
1,001
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Ticker VT
  • Sector ETFs
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More about VT
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