One Ascent Wealth Management LLC Vanguard Scottsdale Fds Total Transaction History
One Ascent Wealth Management LLC
- $192 Million
- Q2 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 $338,022. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,254
Previous 4,254
-0.0%
Holding current value
$338,022
Previous $326,000
1.23%
% of portfolio
0.17%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VTC
# of Institutions
106Shares Held
7.73MCall Options Held
0Put Options Held
0-
Nepc LLC Boston, MA1.81MShares$144 Million4.52% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA906KShares$72 Million1.77% of portfolio
-
Wedmont Private Capital729KShares$57.9 Million3.49% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI698KShares$55.5 Million2.9% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA695KShares$55.2 Million1.46% of portfolio