Wescott Financial Advisory Group, LLC Vanguard Small Cap ETF Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,258 shares of VB stock, worth $790,879. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,258
Previous 3,743 12.96%
Holding current value
$790,879
Previous $816,000 5.39%
% of portfolio
0.09%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$214.77 - $237.72 $104,163 - $115,294
-485 Reduced 12.96%
3,258 $772,000
Q2 2024

Aug 14, 2024
SELL
$210.76 - $226.94 $15,174 - $16,339
-72 Reduced 1.89%
3,743 $816,000
Q1 2024

May 13, 2024
SELL
$204.0 - $228.59 $612 - $685
-3 Reduced 0.08%
3,815 $872,000
Q4 2023

Feb 13, 2024
SELL
$175.26 - $215.9 $7,185 - $8,851
-41 Reduced 1.06%
3,818 $814,000
Q3 2023

Nov 09, 2023
SELL
$186.24 - $208.75 $72,633 - $81,412
-390 Reduced 9.18%
3,859 $729,000
Q2 2023

Aug 11, 2023
SELL
$181.26 - $198.89 $58,728 - $64,440
-324 Reduced 7.09%
4,249 $845,000
Q1 2023

May 10, 2023
SELL
$179.51 - $208.76 $6,462 - $7,515
-36 Reduced 0.78%
4,573 $866,000
Q4 2022

Feb 06, 2023
BUY
$172.82 - $196.57 $3,456 - $3,931
20 Added 0.44%
4,609 $845,000
Q3 2022

Nov 14, 2022
BUY
$170.45 - $206.62 $1,704 - $2,066
10 Added 0.22%
4,589 $784,000
Q2 2022

Jul 28, 2022
SELL
$170.7 - $214.67 $164,896 - $207,371
-966 Reduced 17.42%
4,579 $806,000
Q1 2022

May 16, 2022
BUY
$198.73 - $227.97 $1.1 Million - $1.26 Million
5,545 New
5,545 $1.18 Million

Others Institutions Holding VB

# of Institutions
2,108
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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