Wescott Financial Advisory Group, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Wescott Financial Advisory Group, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$63.1 - $69.34 $71,555 - $78,631	-1,134 Reduced 12.66%	7,824 $542,000
Q3 2023 Nov 09, 2023	BUY	$65.15 - $69.15 $41,435 - $43,979	636 Added 7.64%	8,958 $584,000
Q2 2023 Aug 11, 2023	BUY	$66.75 - $70.85 $13,817 - $14,665	207 Added 2.55%	8,322 $561,000
Q1 2023 May 10, 2023	SELL	$63.8 - $67.65 $26,477 - $28,074	-415 Reduced 4.87%	8,115 $548,000
Q4 2022 Feb 06, 2023	BUY	$56.25 - $64.99 $107,493 - $124,195	1,911 Added 28.87%	8,530 $542,000
Q3 2022 Nov 14, 2022	BUY	$56.69 - $65.94 $39,626 - $46,092	699 Added 11.81%	6,619 $377,000
Q2 2022 Jul 28, 2022	SELL	$61.24 - $72.68 $2,449 - $2,907	-40 Reduced 0.67%	5,920 $375,000
Q1 2022 May 16, 2022	BUY	$67.73 - $76.65 $64,546 - $73,047	953 Added 19.03%	5,960 $430,000
Q4 2021 Jan 31, 2022	BUY	$74.33 - $77.96 $11,446 - $12,005	154 Added 3.17%	5,007 $384,000
Q2 2021 Aug 10, 2021	BUY	$73.48 - $77.31 $10,066 - $10,591	137 Added 2.91%	4,853 $375,000
Q1 2021 Jun 25, 2021	BUY	$70.92 - $74.68 $10,283 - $10,828	145 Added 3.17%	4,716 $344,000
Q4 2020 Jun 25, 2021	BUY	$65.49 - $73.81 $299,354 - $337,385	4,571 New	4,571 $336,000

505

63.2M

500

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