Ifp Advisors, Inc Vanguard Scottsdale Fds Total Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	BUY	$73.96 - $77.95 $73 - $77	1 Added 0.24%	415 $31,000
Q4 2022 Feb 07, 2023	BUY	$70.45 - $76.76 $211 - $230	3 Added 0.73%	414 $34,000
Q3 2022 Nov 08, 2022	BUY	$71.96 - $79.68 $215 - $239	3 Added 0.74%	411 $33,000
Q2 2022 Sep 06, 2022	BUY	$75.46 - $83.76 $30,787 - $34,174	408 New	408 $33,000
Q2 2022 Aug 12, 2022	SELL	$75.46 - $83.76 $30,787 - $34,174	-408 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$82.2 - $89.95 $411 - $449	5 Added 1.24%	408 $0
Q4 2021 Jan 12, 2022	BUY	$90.0 - $92.23 $270 - $276	3 Added 0.75%	403 $37,000
Q3 2021 Oct 06, 2021	BUY	$91.24 - $93.18 $36,496 - $37,272	400 New	400 $36,000
Q2 2021 Jul 13, 2021	BUY	$89.4 - $92.0 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$88.48 - $93.81 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$91.65 - $94.3 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$91.92 - $94.6 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	SELL	$86.75 - $88.53 $5,031 - $5,134	-58 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	N/A	-8,270 Reduced 99.3%	58 $0
Q3 2018 Oct 25, 2018	BUY	N/A	8,151 Added 4605.08%	8,328 $0
Q1 2018 May 09, 2018	BUY	N/A	119 Added 205.17%	177 $0
Q1 2016 Jun 03, 2019	BUY	N/A	58	58 $5,000

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

$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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