Lodestone Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 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 2,615 shares of VOE stock, worth $422,034. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,615
Previous 2,612
0.11%
Holding current value
$422,034
Previous $407 Million
3.4%
% of portfolio
0.21%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding VOE
# of Institutions
1,049Shares Held
68.1MCall Options Held
32.8KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$781 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$740 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$567 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$506 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$496 Million0.04% of portfolio