Number of Shares
37,251.00
Current Holdings Value*
$19.14 Mil
% of Portfolio
1.58%
Total Estimate Gain
$4.32 Mil
% of Total Estimate Gain
24.86%

Cornerstone Wealth Group, LLC's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Cornerstone Wealth Group, LLC held 37,251.00 shares of Vanguard S&P 500 ETF(VOO), totaling $19.14 Mil. This investment constitutes 1.58% of their stock portfolio, and Cornerstone Wealth Group, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2024Q1. And since then Cornerstone Wealth Group, LLC has made 4 purchases of VOO, at an average price of $461.52, for a total of 37,611.00 shares. In addition, there have been 1 sales at an average price of $508.30 for 360.00 shares. Based on historical transaction data and VOO's current price of $576.92, Cornerstone Wealth Group, LLC's estimated gain on his VOO holdings is $4.32 Mil, reflecting a 24.86% gain to date.

Cornerstone Wealth Group, LLC VOO ($576.92) Holding Chart

Cornerstone Wealth Group, LLC VOO ($576.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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