Lodestone Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 10,602 shares of VTI stock, worth $3.11 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
10,602
Previous 10,779 1.64%
Holding current value
$3.11 Million
Previous $2.88 Billion 4.11%
% of portfolio
1.5%
Previous 1.52%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$255.18 - $283.2 $45,166 - $50,126
-177 Reduced 1.64%
10,602 $3 Billion
Q2 2024

Jul 16, 2024
SELL
$245.23 - $269.4 $9,318 - $10,237
-38 Reduced 0.35%
10,779 $2.88 Billion
Q1 2024

Apr 30, 2024
SELL
$232.77 - $260.14 $5,819 - $6,503
-25 Reduced 0.23%
10,817 $2.81 Billion
Q4 2023

Jan 24, 2024
SELL
$203.12 - $238.25 $11,374 - $13,342
-56 Reduced 0.51%
10,842 $2.57 Billion
Q3 2023

Oct 20, 2023
SELL
$211.41 - $228.35 $147,352 - $159,159
-697 Reduced 6.01%
10,898 $2.31 Billion
Q2 2023

Jul 25, 2023
SELL
$200.75 - $220.28 $27,101 - $29,737
-135 Reduced 1.15%
11,595 $2.55 Billion
Q1 2023

May 15, 2023
SELL
$189.85 - $210.01 $27,907 - $30,871
-147 Reduced 1.24%
11,730 $2.39 Billion
Q4 2022

Feb 09, 2023
BUY
$179.3 - $204.18 $2.13 Million - $2.43 Million
11,877 New
11,877 $2.27 Billion

Others Institutions Holding VTI

# of Institutions
3,045
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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