Lodestone Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,059 shares of VO stock, worth $580,308. This represents 0.27% of its overall portfolio holdings.

Number of Shares

2,059

Previous 2,226 7.5%

Holding current value

$580,308

Previous $539 Million 0.82%

% of portfolio

0.27%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$237.84 - $263.83 $39,719 - $44,059	-167 Reduced 7.5%	2,059 $543 Million
Q2 2024 Jul 16, 2024	SELL	$234.99 - $248.98 $5,404 - $5,726	-23 Reduced 1.02%	2,226 $539 Million
Q1 2024 Apr 30, 2024	SELL	$225.86 - $249.86 $3,613 - $3,997	-16 Reduced 0.71%	2,249 $562 Million
Q4 2023 Jan 24, 2024	BUY	$195.66 - $233.95 $241,444 - $288,694	1,234 Added 119.69%	2,265 $527 Million
Q3 2023 Oct 20, 2023	SELL	$206.6 - $228.23 $57,434 - $63,447	-278 Reduced 21.24%	1,031 $215 Million
Q2 2023 Jul 25, 2023	SELL	$203.43 - $220.16 $3,254 - $3,522	-16 Reduced 1.21%	1,309 $288 Million
Q1 2023 May 15, 2023	SELL	$200.2 - $225.98 $3,003 - $3,389	-15 Reduced 1.12%	1,325 $279 Million
Q4 2022 Feb 09, 2023	BUY	$186.57 - $217.26 $250,003 - $291,128	1,340 New	1,340 $273 Million

Others Institutions Holding VO

# of Institutions

2,090

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Vanguard Mid Cap ETF Transaction History