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 $294,591. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,080
Previous 1,072
0.75%
Holding current value
$294,591
Previous $261 Million
5.02%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VOT
# of Institutions
1,045Shares Held
41.9MCall Options Held
18.6KPut Options Held
2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$846 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$784 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$741 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$624 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$506 Million0.34% of portfolio