Axxcess Wealth Management, LLC Vanguard Scottsdale Fds Total Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Scottsdale Fds Total stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 711,694 shares of VTC stock, worth $53.9 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

711,694

Previous 694,788 2.43%

Holding current value

$53.9 Million

Previous $52.6 Million 7.3%

% of portfolio

1.45%

Previous 1.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$75.09 - $79.73 $1.27 Million - $1.35 Million	16,906 Added 2.43%	711,694 $56.4 Million
Q2 2024 Aug 09, 2024	BUY	$74.15 - $76.45 $431,330 - $444,709	5,817 Added 0.84%	694,788 $52.6 Million
Q1 2024 May 14, 2024	BUY	$75.53 - $77.5 $1.43 Million - $1.47 Million	18,972 Added 2.83%	688,971 $52.8 Million
Q4 2023 Feb 06, 2024	SELL	$70.34 - $77.88 $792,661 - $877,629	-11,269 Reduced 1.65%	669,999 $51.9 Million
Q3 2023 Nov 14, 2023	BUY	$72.44 - $75.97 $49.4 Million - $51.8 Million	681,268 New	681,268 $49.4 Million

Others Institutions Holding VTC

# of Institutions

101

Shares Held

7.93M

Call Options Held

Put Options Held

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About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
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Axxcess Wealth Management, LLC Vanguard Scottsdale Fds Total Transaction History