Cornerstone Wealth Management, LLC VIG Holdings History
Cornerstone Wealth Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Cornerstone Wealth Management, LLC held 93,819.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $18.20 Mil. This investment constitutes 1.23% of their stock portfolio, and Cornerstone Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2018Q2. And since then Cornerstone Wealth Management, LLC has made 12 purchases of VIG, at an average price of $102.16, for a total of 9.65 Mil shares. In addition, there have been 14 sales at an average price of $104.21 for 9.55 Mil shares. Based on historical transaction data and VIG's current price of $206.10, Cornerstone Wealth Management, LLC's estimated gain on his VIG holdings is $29.26 Mil, reflecting a 2.97% gain to date.
Cornerstone Wealth Management, LLC VIG ($206.10) Holding Chart
Cornerstone Wealth Management, LLC VIG ($206.10) 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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