Sound Income Strategies, LLC Vanguard Scottsdale Fds Total Transaction History

Sound Income Strategies, LLC

$1.47 Billion
Q4 2024

A detailed history of Sound Income Strategies, LLC transactions in Vanguard Scottsdale Fds Total stock. As of the latest transaction made, Sound Income Strategies, LLC holds 170 shares of VTC stock, worth $13,013. This represents 0.0% of its overall portfolio holdings.

Number of Shares

170

Holding current value

$13,013

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$75.59 - $79.31 $12,850 - $13,482	170 New	170 $12,000

Others Institutions Holding VTC

# of Institutions

118

Shares Held

8.68M

Call Options Held

Put Options Held

Nepc LLC Boston, MA

2.46M
Shares

$188 Million
4.99% of portfolio
Wedmont Private Capital

920K
Shares

$70.4 Million
3.71% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

917K
Shares

$70.2 Million
1.68% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

723K
Shares

$55.3 Million
2.72% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

719K
Shares

$55 Million
1.37% of portfolio

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Sound Income Strategies, LLC Vanguard Scottsdale Fds Total Transaction History