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

Wescott Financial Advisory Group, LLC

$857 Million
Q1 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 5,403 shares of VBR stock, worth $1.03 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,403

Previous 6,064 10.9%

Holding current value

$1.03 Million

Previous $1.2 Million 16.24%

% of portfolio

0.12%

Previous 0.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$183.02 - $207.75 $120,976 - $137,322	-661 Reduced 10.9%	5,403 $1.01 Million
Q4 2024 Feb 12, 2025	SELL	$197.36 - $217.3 $172,097 - $189,485	-872 Reduced 12.57%	6,064 $1.2 Million
Q3 2024 Nov 12, 2024	SELL	$179.99 - $201.6 $61,376 - $68,745	-341 Reduced 4.69%	6,936 $1.39 Million
Q2 2024 Aug 14, 2024	BUY	$177.65 - $191.11 $355,655 - $382,602	2,002 Added 37.95%	7,277 $1.33 Million
Q1 2024 May 13, 2024	SELL	$172.45 - $191.88 $85,362 - $94,980	-495 Reduced 8.58%	5,275 $1.01 Million
Q4 2023 Feb 13, 2024	SELL	$149.18 - $181.94 $36,549 - $44,575	-245 Reduced 4.07%	5,770 $1.04 Million
Q3 2023 Nov 09, 2023	SELL	$157.33 - $174.39 $33,983 - $37,668	-216 Reduced 3.47%	6,015 $959,000
Q2 2023 Aug 11, 2023	SELL	$150.74 - $165.4 $92,855 - $101,886	-616 Reduced 9.0%	6,231 $1.03 Million
Q1 2023 May 10, 2023	SELL	$150.22 - $177.69 $66,096 - $78,183	-440 Reduced 6.04%	6,847 $1.09 Million
Q4 2022 Feb 06, 2023	BUY	$147.25 - $169.54 $4,270 - $4,916	29 Added 0.4%	7,287 $1.16 Million
Q3 2022 Nov 14, 2022	BUY	$143.4 - $172.87 $15,917 - $19,188	111 Added 1.55%	7,258 $1.04 Million
Q2 2022 Jul 28, 2022	SELL	$146.67 - $178.24 $440,156 - $534,898	-3,001 Reduced 29.57%	7,147 $1.07 Million
Q1 2022 May 16, 2022	BUY	$165.62 - $182.58 $1.68 Million - $1.85 Million	10,148 New	10,148 $1.79 Million

Others Institutions Holding VBR

# of Institutions

1,705

Shares Held

92.9M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

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