Lodestone Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,323 shares of VBR stock, worth $497,168. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,323
Previous 2,538
8.47%
Holding current value
$497,168
Previous $463 Million
0.67%
% of portfolio
0.23%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding VBR
# of Institutions
1,540Shares Held
93.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.95 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$817 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$804 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$791 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$510 Million0.49% of portfolio