Lodestone Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 35,991 shares of VTIP stock, worth $1.76 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
35,991
Previous 34,327
4.85%
Holding current value
$1.76 Million
Previous $1.64 Billion
6.27%
% of portfolio
0.92%
Previous 0.86%
Shares
7 transactions
Others Institutions Holding VTIP
# of Institutions
779Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$396 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$275 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$181 Million0.02% of portfolio