Ls Investment Advisors, LLC Vanguard Scottsdale Fds Total Transaction History

Ls Investment Advisors, LLC

$656 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$90.0 - $92.23 $1.32 Million - $1.36 Million	-14,715 Closed	0 $0
Q2 2021 Aug 11, 2021	SELL	$89.4 - $92.0 $184,611 - $189,980	-2,065 Reduced 12.31%	14,715 $1.35 Million
Q1 2021 May 13, 2021	BUY	$88.48 - $93.81 $5,751 - $6,097	65 Added 0.39%	16,780 $1.5 Million
Q4 2020 Feb 10, 2021	BUY	$91.65 - $94.3 $14,847 - $15,276	162 Added 0.98%	16,715 $1.57 Million
Q3 2020 Nov 12, 2020	BUY	$91.92 - $94.6 $73,536 - $75,680	800 Added 5.08%	16,553 $1.53 Million
Q2 2020 Aug 10, 2020	SELL	$83.72 - $91.88 $16,325 - $17,916	-195 Reduced 1.22%	15,753 $1.45 Million
Q1 2020 Apr 20, 2020	SELL	$74.25 - $92.43 $51,975 - $64,701	-700 Reduced 4.2%	15,948 $1.36 Million
Q4 2019 Jan 31, 2020	BUY	$87.35 - $88.98 $87,350 - $88,980	1,000 Added 6.39%	16,648 $1.48 Million
Q3 2019 Oct 31, 2019	BUY	$86.75 - $88.53 $60,725 - $61,971	700 Added 4.68%	15,648 $1.38 Million
Q2 2019 Aug 07, 2019	BUY	N/A	300 Added 2.05%	14,948 $1.3 Million
Q4 2018 Feb 01, 2019	BUY	N/A	13,425 Added 1097.71%	14,648 $1.17 Million
Q3 2018 Nov 13, 2018	BUY	N/A	500 Added 69.16%	1,223 $99,000
Q2 2018 Jul 20, 2018	BUY	N/A	248 Added 52.21%	723 $59,000
Q1 2018 May 08, 2018	BUY	N/A	325 Added 216.67%	475 $39,000
Q4 2017 Feb 07, 2018	BUY	N/A	150	150 $13,000

Others Institutions Holding VTC

# of Institutions

100

Shares Held

7.87M

Call Options Held

0

Put Options Held

0

Nepc LLC Boston, MA

1.81M
Shares

$139 Million
4.33% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

913K
Shares

$69.9 Million
1.77% of portfolio
Wedmont Private Capital

810K
Shares

$62 Million
3.68% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

716K
Shares

$54.8 Million
2.83% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

712K
Shares

$54.5 Million
1.45% of portfolio

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
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