Lodestone Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,064 shares of VO stock, worth $509,003. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,064
Previous 2,059 0.24%
Holding current value
$509,003
Previous $543 Million 0.37%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Jan 30, 2025
BUY
$261.5 - $284.63 $1,307 - $1,423
5 Added 0.24%
2,064 $545 Million
Q3 2024

Oct 29, 2024
SELL
$237.84 - $263.83 $39,719 - $44,059
-167 Reduced 7.5%
2,059 $543 Million
Q2 2024

Jul 16, 2024
SELL
$234.99 - $248.98 $5,404 - $5,726
-23 Reduced 1.02%
2,226 $539 Million
Q1 2024

Apr 30, 2024
SELL
$225.86 - $249.86 $3,613 - $3,997
-16 Reduced 0.71%
2,249 $562 Million
Q4 2023

Jan 24, 2024
BUY
$195.66 - $233.95 $241,444 - $288,694
1,234 Added 119.69%
2,265 $527 Million
Q3 2023

Oct 20, 2023
SELL
$206.6 - $228.23 $57,434 - $63,447
-278 Reduced 21.24%
1,031 $215 Million
Q2 2023

Jul 25, 2023
SELL
$203.43 - $220.16 $3,254 - $3,522
-16 Reduced 1.21%
1,309 $288 Million
Q1 2023

May 15, 2023
SELL
$200.2 - $225.98 $3,003 - $3,389
-15 Reduced 1.12%
1,325 $279 Million
Q4 2022

Feb 09, 2023
BUY
$186.57 - $217.26 $250,003 - $291,128
1,340 New
1,340 $273 Million

Others Institutions Holding VO

# of Institutions
2,320
Shares Held
189M
Call Options Held
55.1K
Put Options Held
18K
View Full List

About VANGUARD MID-CAP ETF

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