One Ascent Wealth Management LLC Vanguard Scottsdale Fds Total Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
A detailed history of One Ascent Wealth Management LLC transactions in Vanguard Scottsdale Fds Total stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 4,254 shares of VTC stock, worth $326,154. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,254
Previous 4,254
-0.0%
Holding current value
$326,154
Previous $337,000
4.45%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VTC
# of Institutions
119Shares Held
8.76MCall Options Held
0Put Options Held
0-
Nepc LLC Boston, MA2.46MShares$188 Million4.99% of portfolio
-
Wedmont Private Capital999KShares$76.6 Million3.84% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA917KShares$70.3 Million1.68% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA719KShares$55.1 Million1.37% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI706KShares$54.2 Million2.79% of portfolio