One Ascent Wealth Management LLC Vanguard Scottsdale Fds Total Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 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 $323,729. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,254
Previous 4,254
-0.0%
Holding current value
$323,729
Previous $322,000
4.66%
% of portfolio
0.13%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VTC
# of Institutions
109Shares Held
8.08MCall Options Held
0Put Options Held
0-
Nepc LLC Boston, MA1.81MShares$138 Million4.33% of portfolio
-
Wedmont Private Capital920KShares$70 Million3.71% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA917KShares$69.8 Million1.68% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI723KShares$55 Million2.72% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA712KShares$54.2 Million1.45% of portfolio