Lodestone Wealth Management LLC Vanguard Value ETF Transaction History

Lodestone Wealth Management LLC

  • $191 Billion
  • Q1 2024

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 30,167 shares of VTV stock, worth $4.84 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares
30,167
Previous 32,637 7.57%
Holding current value
$4.84 Million
Previous $4.88 Billion 0.69%
% of portfolio
2.58%
Previous 2.82%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$147.46 - $162.86 $364,226 - $402,264
-2,470 Reduced 7.57%
30,167 $4.91 Billion
Q4 2023

Jan 24, 2024
BUY
$131.82 - $149.95 $17,268 - $19,643
131 Added 0.4%
32,637 $4.88 Billion
Q3 2023

Oct 20, 2023
SELL
$137.93 - $147.18 $289,928 - $309,372
-2,102 Reduced 6.07%
32,506 $4.48 Billion
Q2 2023

Jul 25, 2023
SELL
$134.74 - $142.42 $395,192 - $417,717
-2,933 Reduced 7.81%
34,608 $4.92 Billion
Q1 2023

May 15, 2023
BUY
$132.13 - $144.96 $64,479 - $70,740
488 Added 1.32%
37,541 $5.18 Billion
Q4 2022

Feb 09, 2023
BUY
$136.96 - $146.24 $5.07 Million - $5.42 Million
37,053 New
37,053 $5.2 Billion

Others Institutions Holding VTV

# of Institutions
2,156
Shares Held
493M
Call Options Held
259K
Put Options Held
44.5K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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