Lodestone Wealth Management LLC Vanguard Small Cap ETF Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,938 shares of VB stock, worth $483,802. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,938
Previous 1,935
0.16%
Holding current value
$483,802
Previous $459 Million
1.43%
% of portfolio
0.23%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding VB
# of Institutions
2,187Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio