Checchi Capital Advisers, LLC Vanguard Scottsdale Fds Total Transaction History

Checchi Capital Advisers, LLC

$1.78 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$70.34 - $77.88 $199,062 - $220,400	2,830 New	2,830 $219,000
Q2 2022 Aug 11, 2022	SELL	$75.46 - $83.76 $1.75 Million - $1.95 Million	-23,255 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$82.2 - $89.95 $259,752 - $284,242	-3,160 Reduced 11.96%	23,255 $1.94 Million
Q4 2021 Feb 09, 2022	BUY	$90.0 - $92.23 $19,800 - $20,290	220 Added 0.84%	26,415 $2.4 Million
Q1 2021 May 10, 2021	BUY	$88.48 - $93.81 $169,793 - $180,021	1,919 Added 7.9%	26,195 $2.34 Million
Q4 2020 Feb 12, 2021	SELL	$91.65 - $94.3 $6,782 - $6,978	-74 Reduced 0.3%	24,276 $2.29 Million
Q2 2020 Aug 12, 2020	BUY	$83.72 - $91.88 $244,378 - $268,197	2,919 Added 13.62%	24,350 $2.24 Million
Q1 2020 May 07, 2020	BUY	$74.25 - $92.43 $1.59 Million - $1.98 Million	21,431 New	21,431 $1.83 Million

Others Institutions Holding VTC

# of Institutions

101

Shares Held

7.93M

Call Options Held

0

Put Options Held

0

Nepc LLC Boston, MA

1.81M
Shares

$140 Million
4.33% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

913K
Shares

$70.7 Million
1.77% of portfolio
Wedmont Private Capital

810K
Shares

$62.7 Million
3.68% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

716K
Shares

$55.5 Million
2.83% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

712K
Shares

$55.2 Million
1.45% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
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