Lodestone Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,051 shares of VOO stock, worth $575,390. This represents 0.28% of its overall portfolio holdings.

Number of Shares

1,051

Previous 1,071 1.87%

Holding current value

$575,390

Previous $536 Million 3.49%

% of portfolio

0.28%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$475.2 - $527.7 $9,504 - $10,554	-20 Reduced 1.87%	1,051 $555 Million
Q2 2024 Jul 16, 2024	BUY	$455.1 - $504.28 $4,095 - $4,538	9 Added 0.85%	1,071 $536 Million
Q1 2024 Apr 30, 2024	SELL	$429.43 - $481.35 $21,471 - $24,067	-50 Reduced 4.5%	1,062 $511 Million
Q4 2023 Jan 24, 2024	BUY	$377.32 - $438.19 $111,686 - $129,704	296 Added 36.27%	1,112 $486 Million
Q3 2023 Oct 20, 2023	BUY	$392.7 - $420.68 $785 - $841	2 Added 0.25%	816 $321 Million
Q2 2023 Jul 25, 2023	SELL	$371.44 - $407.28 $9,286 - $10,182	-25 Reduced 2.98%	814 $331 Million
Q1 2023 May 15, 2023	BUY	$348.66 - $382.94 $25,452 - $27,954	73 Added 9.53%	839 $315 Million
Q4 2022 Feb 09, 2023	BUY	$327.64 - $374.54 $250,972 - $286,897	766 New	766 $269 Million

Others Institutions Holding VOO

# of Institutions

3,150

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Lodestone Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History