Lodestone Wealth Management LLC Vanguard Small Cap ETF Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,938 shares of VB stock, worth $460,449. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,938
Previous 1,935 0.16%
Holding current value
$460,449
Previous $459 Million 1.43%
% of portfolio
0.23%
Previous 0.23%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$233.76 - $261.58 $701 - $784
3 Added 0.16%
1,938 $466 Million
Q3 2024

Oct 29, 2024
SELL
$214.77 - $237.72 $3,006 - $3,328
-14 Reduced 0.72%
1,935 $459 Million
Q2 2024

Jul 16, 2024
SELL
$210.76 - $226.94 $3,161 - $3,404
-15 Reduced 0.76%
1,949 $425 Million
Q1 2024

Apr 30, 2024
SELL
$204.0 - $228.59 $7,548 - $8,457
-37 Reduced 1.85%
1,964 $449 Million
Q4 2023

Jan 24, 2024
BUY
$175.26 - $215.9 $63,093 - $77,724
360 Added 21.94%
2,001 $427 Million
Q3 2023

Oct 20, 2023
SELL
$186.24 - $208.75 $21,417 - $24,006
-115 Reduced 6.55%
1,641 $310 Million
Q2 2023

Jul 25, 2023
SELL
$181.26 - $198.89 $1,993 - $2,187
-11 Reduced 0.62%
1,756 $349 Million
Q1 2023

May 15, 2023
SELL
$179.51 - $208.76 $4,128 - $4,801
-23 Reduced 1.28%
1,767 $335 Million
Q4 2022

Feb 09, 2023
BUY
$172.82 - $196.57 $309,347 - $351,860
1,790 New
1,790 $329 Million

Others Institutions Holding VB

# of Institutions
2,325
Shares Held
159M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

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