Cornerstone Wealth Advisors, Inc. Vanguard Transaction History
Cornerstone Wealth Advisors, Inc.
- $360 Million
- Q3 2024
A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 789,310 shares of VGSH stock, worth $45.8 Million. This represents 12.95% of its overall portfolio holdings.
Number of Shares
789,310
Previous 1,214,314
35.0%
Holding current value
$45.8 Million
Previous $70.4 Million
33.85%
% of portfolio
12.95%
Previous 21.08%
Shares
15 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$828 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$416 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$390 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio