Gerber Kawasaki Wealth & Investment Management Vanguard Scottsdale Fds Total Transaction History

Gerber Kawasaki Wealth & Investment Management

$1.98 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$90.0 - $92.23 $9,000 - $9,223	-100 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$91.24 - $93.18 $9,124 - $9,318	100 New	100 $9,000

Others Institutions Holding VTC

# of Institutions

103

Shares Held

7.85M

Call Options Held

Put Options Held

Nepc LLC Boston, MA

1.81M
Shares

$140 Million
4.52% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

906K
Shares

$69.9 Million
1.77% of portfolio
Wedmont Private Capital

810K
Shares

$62.5 Million
3.68% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

716K
Shares

$55.2 Million
2.83% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

695K
Shares

$53.6 Million
1.46% of portfolio

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About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
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