Janney Montgomery Scott LLC Vanguard Scottsdale Fds Total Transaction History

Janney Montgomery Scott LLC

$35.8 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	BUY	$70.45 - $76.76 $20,430 - $22,260	290 Added 7.41%	4,201 $312,000
Q3 2022 Oct 25, 2022	SELL	$71.96 - $79.68 $131,183 - $145,256	-1,823 Reduced 31.79%	3,911 $284,000
Q3 2021 Oct 29, 2021	SELL	$91.24 - $93.18 $12,773 - $13,045	-140 Reduced 2.38%	5,734 $523,000
Q2 2021 Jul 26, 2021	SELL	$89.4 - $92.0 $1.02 Million - $1.05 Million	-11,425 Reduced 66.04%	5,874 $540,000
Q1 2021 Apr 27, 2021	BUY	$88.48 - $93.81 $501,593 - $531,808	5,669 Added 48.74%	17,299 $1.55 Million
Q3 2020 Nov 06, 2020	BUY	$91.92 - $94.6 $12,868 - $13,244	140 Added 1.22%	11,630 $1.07 Million
Q2 2020 Jul 23, 2020	BUY	$83.72 - $91.88 $961,942 - $1.06 Million	11,490 New	11,490 $1.06 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

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