Cornerstone Advisory, LLC Vanguard Russell 1000 Growth E Transaction History

Cornerstone Advisory, LLC

$720 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 20, 2022	SELL	$63.45 - $79.12 $50,760 - $63,296	-800 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$69.67 - $79.55 $55,736 - $63,640	800 New	800 $62,000

Others Institutions Holding VONG

# of Institutions

667

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.24 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.12 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$667 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$554 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$500 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

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