Phillips Financial Management, LLC Vanguard Scottsdale Fds Total Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Scottsdale Fds Total stock. As of the latest transaction made, Phillips Financial Management, LLC holds 16 shares of VTC stock, worth $1,243. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16
Previous 16
-0.0%
Holding current value
$1,243
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VTC
# of Institutions
129Shares Held
9.13MCall Options Held
0Put Options Held
0-
Nepc LLC Boston, MA2.46MShares$191 Million5.1% of portfolio
-
Wedmont Private Capital1.08MShares$84.2 Million3.25% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA874KShares$67.9 Million1.42% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI727KShares$56.4 Million2.48% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA726KShares$56.4 Million1.24% of portfolio