Valpey Financial Services, LLC Vanguard Scottsdale Fds Total Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Vanguard Scottsdale Fds Total stock. As of the latest transaction made, Valpey Financial Services, LLC holds 34,580 shares of VTC stock, worth $2.66 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
34,580Holding current value
$2.66 Million% of portfolio
1.85%Shares
1 transactions
Others Institutions Holding VTC
# of Institutions
120Shares Held
6.23MCall Options Held
0Put Options Held
0-
Wedmont Private Capital1MShares$77.2 Million3.4% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA936KShares$72.1 Million1.76% of portfolio
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Capital Asset Advisory Services LLC Haslett, MI712KShares$54.9 Million2.59% of portfolio
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Axxcess Wealth Management, LLC Carlsbad, CA702KShares$54.1 Million1.34% of portfolio
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Bank Of America Corp Charlotte, NC477KShares$36.7 Million0.0% of portfolio