Ownership history in Cornerstone Advisory, LLC · 35 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Advisory, LLC reported a position in VANGUARD SPECIALIZED PORTFOL (VIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 154,173 | +70 | +0.0% | 3.23% | $33.9M | $219.78 |
| 2025 Q3 | ADDED | 154,103 | +4,242 | +2.8% | 3.27% | $33.3M | $214.93 |
| 2025 Q2 | ADDED | 149,861 | +2,009 | +1.4% | 3.29% | $30.7M | $203.03 |
| 2025 Q1 | ADDED | 147,852 | +37,221 | +33.6% | 3.29% | $28.2M | $191.61 |
| 2024 Q4 | ADDED | 110,631 | +49,754 | +81.7% | 2.56% | $22.6M | $192.50 |
| 2024 Q3 | ADDED | 60,877 | +3,765 | +6.6% | 1.59% | $12.1M | $193.83 |
| 2024 Q2 | ADDED | 57,112 | +38 | +0.1% | 1.47% | $10.4M | $177.90 |
| 2024 Q1 | ADDED | 57,074 | +2,745 | +5.1% | 1.49% | $10.4M | $177.09 |
| 2023 Q4 | ADDED | 54,329 | +1,082 | +2.0% | 1.44% | $9.3M | $164.55 |
| 2023 Q3 | ADDED | 53,247 | +5,046 | +10.5% | 1.45% | $8.3M | $149.23 |
As of 2025 Q4 — sorted by position size