Lodestone Wealth Management LLC Vanguard Small Cap ETF Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,935 shares of VB stock, worth $498,707. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,935

Previous 1,949 0.72%

Holding current value

$498,707

Previous $425 Million 8.04%

% of portfolio

0.23%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$214.77 - $237.72 $3,006 - $3,328	-14 Reduced 0.72%	1,935 $459 Million
Q2 2024 Jul 16, 2024	SELL	$210.76 - $226.94 $3,161 - $3,404	-15 Reduced 0.76%	1,949 $425 Million
Q1 2024 Apr 30, 2024	SELL	$204.0 - $228.59 $7,548 - $8,457	-37 Reduced 1.85%	1,964 $449 Million
Q4 2023 Jan 24, 2024	BUY	$175.26 - $215.9 $63,093 - $77,724	360 Added 21.94%	2,001 $427 Million
Q3 2023 Oct 20, 2023	SELL	$186.24 - $208.75 $21,417 - $24,006	-115 Reduced 6.55%	1,641 $310 Million
Q2 2023 Jul 25, 2023	SELL	$181.26 - $198.89 $1,993 - $2,187	-11 Reduced 0.62%	1,756 $349 Million
Q1 2023 May 15, 2023	SELL	$179.51 - $208.76 $4,128 - $4,801	-23 Reduced 1.28%	1,767 $335 Million
Q4 2022 Feb 09, 2023	BUY	$172.82 - $196.57 $309,347 - $351,860	1,790 New	1,790 $329 Million

Others Institutions Holding VB

# of Institutions

2,108

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Lodestone Wealth Management LLC Vanguard Small Cap ETF Transaction History