Axis Wealth Partners, LLC Vanguard Scottsdale Fds Total Transaction History
Axis Wealth Partners, LLC
- $135 Billion
- Q1 2025
A detailed history of Axis Wealth Partners, LLC transactions in Vanguard Scottsdale Fds Total stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 6,726 shares of VTC stock, worth $512,857. This represents 0.38% of its overall portfolio holdings.
Number of Shares
6,726
Previous 6,467
4.0%
Holding current value
$512,857
Previous $490 Million
5.5%
% of portfolio
0.38%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding VTC
# of Institutions
116Shares Held
6.19MCall Options Held
0Put Options Held
0-
Wedmont Private Capital999KShares$76.2 Million3.84% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA936KShares$71.4 Million1.76% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI706KShares$53.9 Million2.79% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA705KShares$53.8 Million1.51% of portfolio
-
Bank Of America Corp Charlotte, NC477KShares$36.4 Million0.0% of portfolio