Covestor LTD Vanguard Scottsdale Fds Total Transaction History

Covestor LTD

$160 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$73.96 - $77.95 $9,023 - $9,509	-122 Reduced 40.13%	182 $14,000
Q4 2022 Feb 13, 2023	BUY	$70.45 - $76.76 $21,416 - $23,335	304 New	304 $22,000

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

$137 Million
4.33% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

913K
Shares

$69.1 Million
1.77% of portfolio
Wedmont Private Capital

810K
Shares

$61.3 Million
3.68% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

716K
Shares

$54.2 Million
2.83% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

712K
Shares

$53.9 Million
1.45% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
Sector ETFs
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