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 $3.14 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

10,602

Previous 10,779 1.64%

Holding current value

$3.14 Million

Previous $2.88 Billion 4.11%

% of portfolio

1.5%

Previous 1.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,042

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Lodestone Wealth Management LLC Vanguard Total Stock Market Et Transaction History