Lodestone Wealth Management LLC's ownership history for VTI

Lodestone Wealth Management LLC currently holds 10.6K shares with a market value of $3.4M. It started holding VTI on 2024-09-30. At its peak, it held 10.7K shares on 2025-06-30. Its highest holding value was $3.6M on 2025-12-31. At its lowest, it held 10.6K shares on 2024-09-30, with a value of $2.9M on 2025-03-31. In the recent 180 days, Lodestone Wealth Management LLC has decreased its shares by 30. In the recent year, Lodestone Wealth Management LLC has decreased its shares by 20.