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

Wescott Financial Advisory Group, LLC

$932 Million
Q2 2025

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 2,767 shares of VB stock, worth $717,427. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,767

Previous 2,795 1.0%

Holding current value

$717,427

Previous $619,000 5.82%

% of portfolio

0.07%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$193.73 - $237.37 $5,424 - $6,646	-28 Reduced 1.0%	2,767 $655,000
Q1 2025 May 14, 2025	SELL	$217.89 - $252.64 $13,291 - $15,411	-61 Reduced 2.14%	2,795 $619,000
Q4 2024 Feb 12, 2025	SELL	$233.76 - $261.58 $93,971 - $105,155	-402 Reduced 12.34%	2,856 $686,000
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

2,412

Shares Held

166M

Call Options Held

73.6K

Put Options Held

16.3K

View Full List

About VANGUARD SMALL-CAP ETF

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