Lodestone Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 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 48,899 shares of VTIP stock, worth $2.38 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

48,899

Previous 35,991 35.86%

Holding current value

$2.38 Million

Previous $1.75 Billion 38.02%

% of portfolio

1.21%

Previous 0.92%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$48.06 - $49.39 $620,358 - $637,526	12,908 Added 35.86%	48,899 $2.41 Billion
Q2 2024 Jul 16, 2024	BUY	$47.74 - $48.54 $79,439 - $80,770	1,664 Added 4.85%	35,991 $1.75 Billion
Q1 2024 Apr 30, 2024	SELL	$47.38 - $47.91 $4,785 - $4,838	-101 Reduced 0.29%	34,327 $1.64 Billion
Q4 2023 Jan 24, 2024	BUY	$46.72 - $48.12 $379,086 - $390,445	8,114 Added 30.84%	34,428 $1.63 Billion
Q3 2023 Oct 20, 2023	SELL	$46.9 - $47.47 $174,468 - $176,588	-3,720 Reduced 12.39%	26,314 $1.24 Billion
Q2 2023 Jul 25, 2023	SELL	$47.37 - $48.0 $134,625 - $136,416	-2,842 Reduced 8.64%	30,034 $1.42 Billion
Q1 2023 May 15, 2023	BUY	$46.62 - $47.83 $559 - $573	12 Added 0.04%	32,876 $1.57 Billion
Q4 2022 Feb 09, 2023	BUY	$46.71 - $48.22 $1.54 Million - $1.58 Million	32,864 New	32,864 $1.54 Billion

Others Institutions Holding VTIP

# of Institutions

753

Shares Held

141M

Call Options Held

14.1K

Put Options Held

7.6K

View Full List

About VANGUARD SHT TRM INFLT-PROT FD

Ticker VTIP
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Lodestone Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History