Lodestone Wealth Management LLC Vanguard Value ETF Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 27,717 shares of VTV stock, worth $4.6 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
27,717
Previous 30,167
8.12%
Holding current value
$4.6 Million
Previous $4.91 Billion
9.5%
% of portfolio
2.34%
Previous 2.58%
Shares
7 transactions
Others Institutions Holding VTV
# of Institutions
2,166Shares Held
494MCall Options Held
259KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC112MShares$18.5 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$8.15 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.79 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.26 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.07 Billion0.51% of portfolio