Graves Light Lenhart Wealth, Inc. Vanguard Scottsdale Fds Total Transaction History

Graves Light Lenhart Wealth, Inc.

$875 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$74.61 - $77.15 $20,741 - $21,447	278 Added 0.94%	29,775 $2.25 Million
Q1 2023 May 15, 2023	BUY	$73.96 - $77.95 $12,721 - $13,407	172 Added 0.59%	29,497 $2.26 Million
Q4 2022 Feb 14, 2023	BUY	$70.45 - $76.76 $23,741 - $25,868	337 Added 1.16%	29,325 $2.18 Million
Q3 2022 Nov 14, 2022	BUY	$71.96 - $79.68 $15,615 - $17,290	217 Added 0.75%	28,988 $2.1 Million
Q2 2022 Aug 15, 2022	BUY	$75.46 - $83.76 $14,941 - $16,584	198 Added 0.69%	28,771 $2.22 Million
Q1 2022 May 13, 2022	BUY	$82.2 - $89.95 $9,288 - $10,164	113 Added 0.4%	28,573 $2.39 Million
Q4 2021 Feb 14, 2022	BUY	$90.0 - $92.23 $1.54 Million - $1.58 Million	17,124 Added 151.06%	28,460 $2.58 Million
Q3 2021 Nov 15, 2021	BUY	$91.24 - $93.18 $1.03 Million - $1.06 Million	11,336 New	11,336 $1.03 Million

Others Institutions Holding VTC

# of Institutions

103

Shares Held

7.85M

Call Options Held

0

Put Options Held

0

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

About VANGUARD SCOTTSDALE FDS TOTAL

Ticker VTC
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