Lodestone Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,455 shares of VOE stock, worth $249,095. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,455

Previous 2,615 44.36%

Holding current value

$249,095

Previous $393 Million 38.0%

% of portfolio

0.12%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$149.02 - $167.67 $172,863 - $194,497	-1,160 Reduced 44.36%	1,455 $244 Million
Q2 2024 Jul 16, 2024	BUY	$146.82 - $155.77 $440 - $467	3 Added 0.11%	2,615 $393 Million
Q1 2024 Apr 30, 2024	BUY	$141.07 - $155.91 $705 - $779	5 Added 0.19%	2,612 $407 Million
Q4 2023 Jan 24, 2024	BUY	$124.27 - $145.8 $745 - $874	6 Added 0.23%	2,607 $378 Million
Q3 2023 Oct 20, 2023	SELL	$130.77 - $144.24 $38,446 - $42,406	-294 Reduced 10.16%	2,601 $341 Million
Q2 2023 Jul 25, 2023	SELL	$127.92 - $138.38 $21,746 - $23,524	-170 Reduced 5.55%	2,895 $401 Million
Q1 2023 May 15, 2023	SELL	$126.74 - $147.12 $1,013 - $1,176	-8 Reduced 0.26%	3,065 $411 Million
Q4 2022 Feb 09, 2023	BUY	$122.51 - $142.75 $376,473 - $438,670	3,073 New	3,073 $416 Million

Others Institutions Holding VOE

# of Institutions

1,084

Shares Held

68.4M

Call Options Held

30.6K

Put Options Held

400

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Lodestone Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History