Lodestone Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 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 50,550 shares of VTIP stock, worth $2.52 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
50,550
Previous 48,899
3.38%
Holding current value
$2.52 Million
Previous $2.41 Billion
1.51%
% of portfolio
1.23%
Previous 1.21%
Shares
9 transactions
Others Institutions Holding VTIP
# of Institutions
826Shares Held
1.08BCall Options Held
9.2KPut Options Held
100-
Van Strum & Towne Inc. San Francisco, CA923MShares$46 Billion99.4% of portfolio
-
Jpmorgan Chase & CO New York, NY21.1MShares$1.05 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$431 Million0.56% of portfolio
-
Goldman Sachs Group Inc New York, NY7.14MShares$356 Million0.06% of portfolio
-
Essential Planning, Llc. Portsmouth, NH6.83MShares$340 Million2.21% of portfolio