Lodestone Wealth Management LLC Vanguard Value ETF Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 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 27,633 shares of VTV stock, worth $4.71 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
27,633
Previous 27,717
0.3%
Holding current value
$4.71 Million
Previous $4.45 Billion
8.5%
% of portfolio
2.41%
Previous 2.34%
Shares
8 transactions
Others Institutions Holding VTV
# of Institutions
2,293Shares Held
536MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.1 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.89 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.95 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.46 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.37 Billion1.14% of portfolio