Leo Wealth, LLC Vanguard Scottsdale Fds Total Transaction History

Leo Wealth, LLC

$696 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$75.59 - $79.31 $2.72 Million - $2.85 Million	35,954 New	35,954 $2.72 Billion

Others Institutions Holding VTC

# of Institutions

116

Shares Held

6.19M

Call Options Held

0

Put Options Held

0

Wedmont Private Capital

999K
Shares

$76.2 Million
3.84% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

936K
Shares

$71.4 Million
1.76% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

706K
Shares

$53.9 Million
2.79% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

705K
Shares

$53.8 Million
1.51% of portfolio
Bank Of America Corp Charlotte, NC

477K
Shares

$36.4 Million
0.0% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
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