Lodestone Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 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 1,072 shares of VOT stock, worth $288,121. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,072
Previous 1,129
5.05%
Holding current value
$288,121
Previous $259 Million
0.64%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
976Shares Held
38.1MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$833 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$740 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$654 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$587 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$491 Million0.04% of portfolio