Wescott Financial Advisory Group, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 6,936 shares of VBR stock, worth $1.38 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,936
Previous 7,277 4.69%
Holding current value
$1.38 Million
Previous $1.33 Million 4.82%
% of portfolio
0.17%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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