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

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

913K
Shares

$69 Million
1.77% of portfolio
Wedmont Private Capital

810K
Shares

$61.2 Million
3.68% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

716K
Shares

$54.1 Million
2.83% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

712K
Shares

$53.8 Million
1.45% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.