Lodestone Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,080 shares of VOT stock, worth $265,798. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,080
Previous 1,072
0.75%
Holding current value
$265,798
Previous $261 Million
5.02%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VOT
# of Institutions
1,060Shares Held
42.3MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$763 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$707 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$668 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$563 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$457 Million0.34% of portfolio