Lodestone Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,479 shares of VNQ stock, worth $223,556. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,479
Previous 2,610 5.02%
Holding current value
$223,556
Previous $254 Million 13.15%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Jan 30, 2025
SELL
$87.85 - $98.6 $11,508 - $12,916
-131 Reduced 5.02%
2,479 $221 Million
Q3 2024

Oct 29, 2024
SELL
$82.97 - $98.97 $268,988 - $320,860
-3,242 Reduced 55.4%
2,610 $254 Million
Q2 2024

Jul 16, 2024
SELL
$78.61 - $85.97 $19,809 - $21,664
-252 Reduced 4.13%
5,852 $490 Million
Q1 2024

Apr 30, 2024
BUY
$82.58 - $89.12 $2,642 - $2,851
32 Added 0.53%
6,104 $528 Million
Q4 2023

Jan 24, 2024
BUY
$71.05 - $89.54 $4,049 - $5,103
57 Added 0.95%
6,072 $537 Million
Q3 2023

Oct 20, 2023
BUY
$75.44 - $86.89 $56,429 - $64,993
748 Added 14.2%
6,015 $455 Million
Q2 2023

Jul 25, 2023
SELL
$78.4 - $83.98 $11,603 - $12,429
-148 Reduced 2.73%
5,267 $440 Million
Q1 2023

May 15, 2023
SELL
$77.59 - $93.7 $24,130 - $29,140
-311 Reduced 5.43%
5,415 $450 Million
Q4 2022

Feb 09, 2023
BUY
$76.14 - $88.09 $435,977 - $504,403
5,726 New
5,726 $472 Million

Others Institutions Holding VNQ

# of Institutions
1,916
Shares Held
227M
Call Options Held
1.45M
Put Options Held
1.56M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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