Lodestone Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,080 shares of VOT stock, worth $296,265. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,080
Previous 1,072
0.75%
Holding current value
$296,265
Previous $261 Million
5.02%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VOT
# of Institutions
1,048Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$851 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$788 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$745 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$628 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$509 Million0.34% of portfolio