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 $275,804. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,072
Previous 1,129
5.05%
Holding current value
$275,804
Previous $259 Million
0.64%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
955Shares Held
38.8MCall Options Held
15.7KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA3.1MShares$798 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$629 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$609 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$562 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$465 Million0.04% of portfolio