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 1,109 shares of VOT stock, worth $297,500. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,109
Previous 1,080 2.69%
Holding current value
$297,500
Previous $274 Million 0.99%
% of portfolio
0.14%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025

BUY
$237.72 - $276.98 $6,893 - $8,032
29 Added 2.69%
1,109 $271 Million
Q4 2024

Jan 30, 2025

BUY
$241.48 - $274.89 $1,931 - $2,199
8 Added 0.75%
1,080 $274 Million
Q3 2024

Oct 29, 2024

SELL
$218.05 - $243.47 $12,428 - $13,877
-57 Reduced 5.05%
1,072 $261 Million
Q2 2024

Jul 16, 2024

BUY
$218.75 - $234.97 $246,968 - $265,281
1,129 New
1,129 $259 Million

Others Institutions Holding VOT

About VANGUARD MID-CAP GROWTH INDEX


  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.