Cornerstone Wealth Management, LLC Vanguard Financial ETF Transaction History

Cornerstone Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 7,903 shares of VFH stock, worth $881,974. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,903
Previous 7,842 0.78%
Holding current value
$881,974
Previous $925,000 0.76%
% of portfolio
0.07%
Previous 0.06%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
BUY
$114.07 - $127.34 $6,958 - $7,767
61 Added 0.78%
7,903 $932,000
Q4 2024

Jan 17, 2025
BUY
$108.87 - $126.2 $19,378 - $22,463
178 Added 2.32%
7,842 $925,000
Q3 2024

Oct 16, 2024
BUY
$99.27 - $111.21 $29,880 - $33,474
301 Added 4.09%
7,664 $842,000
Q2 2024

Jul 16, 2024
BUY
$95.9 - $103.0 $55,813 - $59,946
582 Added 8.58%
7,363 $735,000
Q1 2024

Apr 19, 2024
BUY
$90.62 - $102.39 $36,338 - $41,058
401 Added 6.29%
6,781 $694,000
Q4 2023

Jan 10, 2024
SELL
$75.97 - $92.67 $51,887 - $63,293
-683 Reduced 9.67%
6,380 $588,000
Q3 2023

Nov 06, 2023
BUY
$80.32 - $86.71 $46,665 - $50,378
581 Added 8.96%
7,063 $567,000
Q2 2023

Jul 14, 2023
SELL
$74.65 - $81.49 $970 - $1,059
-13 Reduced 0.2%
6,482 $526,000
Q1 2023

May 15, 2023
SELL
$74.95 - $90.64 $68,579 - $82,935
-915 Reduced 12.35%
6,495 $505,000
Q3 2022

Oct 14, 2022
BUY
$74.44 - $88.21 $23,076 - $27,345
310 Added 4.37%
7,410 $552,000
Q2 2022

Aug 04, 2022
BUY
$75.42 - $93.29 $44,271 - $54,761
587 Added 9.01%
7,100 $548,000
Q1 2022

Apr 21, 2022
BUY
$87.26 - $101.75 $57,853 - $67,460
663 Added 11.33%
6,513 $608,000
Q4 2021

Feb 14, 2022
BUY
$92.72 - $100.95 $27,537 - $29,982
297 Added 5.35%
5,850 $568,000
Q3 2021

Nov 12, 2021
SELL
$86.32 - $96.09 $1,553 - $1,729
-18 Reduced 0.32%
5,553 $515,000
Q2 2021

Aug 09, 2021
BUY
$85.53 - $94.49 $51,660 - $57,071
604 Added 12.16%
5,571 $504,000
Q1 2021

Apr 30, 2021
BUY
$71.74 - $86.71 $40,030 - $48,384
558 Added 12.66%
4,967 $420,000
Q4 2020

Jan 29, 2021
SELL
$58.32 - $72.85 $15,221 - $19,013
-261 Reduced 5.59%
4,409 $321,000
Q3 2020

Oct 13, 2020
SELL
$55.49 - $62.22 $75,632 - $84,805
-1,363 Reduced 22.59%
4,670 $273,000
Q2 2020

Jul 16, 2020
SELL
$47.38 - $65.88 $20,468 - $28,460
-432 Reduced 6.68%
6,033 $345,000
Q1 2020

May 13, 2020
SELL
$42.8 - $77.51 $16,049 - $29,066
-375 Reduced 5.48%
6,465 $328,000
Q4 2019

Feb 20, 2020
BUY
$66.8 - $76.51 $16,299 - $18,668
244 Added 3.7%
6,840 $522,000
Q3 2019

Oct 29, 2019
BUY
$69.67 - $71.37 $16,093 - $16,486
231 Added 3.63%
6,596 $462,000
Q2 2019

Aug 02, 2019
SELL
N/A
-1,692 Reduced 21.0%
6,365 $438,000
Q1 2019

May 13, 2019
BUY
N/A
569 Added 7.6%
8,057 $1.08 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-386,313 Reduced 98.1%
7,488 $443,000
Q3 2018

Oct 19, 2018
SELL
N/A
-86,708 Reduced 18.05%
393,801 $5.95 Million
Q2 2018

Jul 20, 2018
BUY
N/A
473,486 Added 6741.93%
480,509 $7.08 Million
Q1 2018

Apr 24, 2018
BUY
N/A
775 Added 12.4%
7,023 $474,000
Q4 2017

Feb 09, 2018
BUY
N/A
300 Added 5.04%
6,248 $446,000
Q3 2017

Nov 14, 2017
BUY
N/A
388 Added 6.98%
5,948 $394,000
Q2 2017

Aug 11, 2017
BUY
N/A
5,560
5,560 $348,000

Others Institutions Holding VFH

# of Institutions
771
Shares Held
54.5M
Call Options Held
49.9K
Put Options Held
4.6K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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