CWG
Cornerstone Wealth Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Sell |
62,056
-202
| -0.3% | -$61.4K | 1.41% | 14 |
|
|
2025
Q1 | $17.1M | Buy |
62,258
+149
| +0.2% | +$41K | 1.42% | 12 |
|
|
2024
Q4 | $18M | Buy |
62,109
+840
| +1% | +$243K | 1.47% | 12 |
|
|
2024
Q3 | $17.3M | Sell |
61,269
-2,590
| -4% | -$733K | 1.43% | 12 |
|
|
2024
Q2 | $17.1M | Buy |
63,859
+3,181
| +5% | +$851K | 1.52% | 12 |
|
|
2024
Q1 | $15.8M | Sell |
60,678
-351
| -0.6% | -$91.2K | 1.45% | 11 |
|
|
2023
Q4 | $14.5M | Buy |
61,029
+4,878
| +9% | +$1.16M | 2.07% | 8 |
|
|
2023
Q3 | $11.9M | Buy |
56,151
+23,007
| +69% | +$4.89M | 2.12% | 9 |
|
|
2023
Q2 | $7.3M | Sell |
33,144
-2,240
| -6% | -$493K | 1.32% | 16 |
|
|
2023
Q1 | $7.22M | Sell |
35,384
-212
| -0.6% | -$43.3K | 1.28% | 19 |
|
|
2022
Q4 | $6.81M | Buy |
35,596
+34,238
| +2,521% | +$6.55M | 1.29% | 19 |
|
|
2022
Q3 | $244K | Sell |
1,358
-25
| -2% | -$4.49K | 0.05% | 114 |
|
|
2022
Q2 | $261K | Sell |
1,383
-367
| -21% | -$69.3K | 0.05% | 113 |
|
|
2022
Q1 | $398K | Buy |
1,750
+44
| +3% | +$10K | 0.07% | 120 |
|
|
2021
Q4 | $412K | Buy |
+1,706
| New | +$412K | 0.07% | 121 |
|