A detailed history of Cornerstone Planning Group LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 792 shares of VT stock, worth $94,168. This represents 0.02% of its overall portfolio holdings.

Number of Shares
792
Previous 791 0.13%
Holding current value
$94,168
Previous $85.2 Million 10.94%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 05, 2024

BUY
$107.72 - $119.96 $107 - $119
1 Added 0.13%
792 $94.5 Million
Q2 2024

Aug 13, 2024

SELL
$104.94 - $113.51 $17,420 - $18,842
-166 Reduced 17.35%
791 $85.2 Million
Q1 2024

May 07, 2024

BUY
$100.68 - $110.5 $201 - $221
2 Added 0.21%
957 $104 Million
Q4 2023

Feb 12, 2024

BUY
$88.97 - $103.1 $355 - $412
4 Added 0.42%
955 $98.2 Million
Q3 2023

Nov 08, 2023

BUY
$92.79 - $100.59 $185 - $201
2 Added 0.21%
951 $88.6 Million
Q2 2023

Aug 15, 2023

BUY
$91.33 - $98.06 $44,934 - $48,245
492 Added 107.66%
949 $92 Million
Q4 2022

Feb 14, 2023

BUY
$78.67 - $91.07 $35,952 - $41,618
457 New
457 $41 Million

Others Institutions Holding VT

About VANGUARD TOTAL WORLD STK INDEX


  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group 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 Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.