Lodestone Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 48,899 shares of VTIP stock, worth $2.39 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
48,899
Previous 35,991
35.86%
Holding current value
$2.39 Million
Previous $1.75 Billion
38.02%
% of portfolio
1.21%
Previous 0.92%
Shares
8 transactions
Others Institutions Holding VTIP
# of Institutions
752Shares Held
119MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$395 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.75MShares$281 Million4.48% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$181 Million0.02% of portfolio