Able Wealth Management LLC Vanguard Scottsdale Fds Total Transaction History

Able Wealth Management LLC

$152 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 20, 2024	BUY	$70.34 - $77.88 $773 - $856	11 New	11 $881,000

Others Institutions Holding VTC

# of Institutions

117

Shares Held

8.68M

Call Options Held

0

Put Options Held

0

Nepc LLC Boston, MA

2.46M
Shares

$187 Million
4.99% of portfolio
Wedmont Private Capital

920K
Shares

$70.1 Million
3.71% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

917K
Shares

$69.8 Million
1.68% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

723K
Shares

$55.1 Million
2.72% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

719K
Shares

$54.8 Million
1.37% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
Sector ETFs
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