Leo Wealth, LLC Vanguard Scottsdale Fds Total Transaction History

Leo Wealth, LLC

$1.29 Trillion
Q2 2025

A detailed history of Leo Wealth, LLC transactions in Vanguard Scottsdale Fds Total stock. As of the latest transaction made, Leo Wealth, LLC holds 5,415 shares of VTC stock, worth $424,156. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,415

Holding current value

$424,156

% of portfolio

0.03%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$74.71 - $77.33 $404,554 - $418,741	5,415 New	5,415 $419 Million
Q4 2024 Jan 27, 2025	BUY	$75.59 - $79.31 $2.72 Million - $2.85 Million	35,954 New	35,954 $2.72 Billion

Others Institutions Holding VTC

# of Institutions

122

Shares Held

9.04M

Call Options Held

Put Options Held

Nepc LLC Boston, MA

2.46M
Shares

$192 Million
4.83% of portfolio
Wedmont Private Capital

1M
Shares

$78.5 Million
3.4% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

830K
Shares

$65.1 Million
1.43% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

727K
Shares

$56.9 Million
2.48% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

702K
Shares

$55 Million
1.34% of portfolio

View Full List

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
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