Cornerstone Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
13,596
-17
-0.1% -$2.19K 1.49% 21
2025
Q1
$1.66M Buy
13,613
+841
+7% +$102K 1.49% 21
2024
Q4
$1.5M Buy
+12,772
New +$1.5M 1.48% 20