Lodestone Wealth Management LLC VTV Holdings History
Lodestone Wealth Management LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 24,649.00 shares of Vanguard Value ETF(VTV), totaling $4.26 Mil. This investment constitutes 2.27% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q4. And since then Lodestone Wealth Management LLC has made 3 purchases of VTV, at an average price of $136.98, for a total of 37,777.00 shares. In addition, there have been 6 sales at an average price of $154.99 for 13,128.00 shares. Based on historical transaction data and VTV's current price of $176.67, Lodestone Wealth Management LLC's estimated gain on his VTV holdings is $1.21 Mil, reflecting a 23.47% gain to date.
Lodestone Wealth Management LLC VTV ($176.67) Holding Chart
Lodestone Wealth Management LLC VTV ($176.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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