One Ascent Wealth Management LLC Vanguard Scottsdale Fds Total Transaction History
One Ascent Wealth Management LLC
- $231 Million
- Q1 2025
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 4,163 shares of VTC stock, worth $317,428. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,163
Previous 4,254
2.14%
Holding current value
$317,428
Previous $322,000
0.62%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding VTC
# of Institutions
116Shares Held
6.19MCall Options Held
0Put Options Held
0-
Wedmont Private Capital999KShares$76.2 Million3.84% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA936KShares$71.4 Million1.76% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI706KShares$53.9 Million2.79% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA705KShares$53.8 Million1.51% of portfolio
-
Bank Of America Corp Charlotte, NC477KShares$36.4 Million0.0% of portfolio