Wescott Financial Advisory Group, LLC Vanguard Intermediate Term Cor Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 2,807 shares of VCIT stock, worth $229,163. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,807

Previous 4,874 42.41%

Holding current value

$229,163

Previous $408,000 44.85%

% of portfolio

0.03%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$80.13 - $83.77 $165,628 - $173,152	-2,067 Reduced 42.41%	2,807 $225,000
Q3 2024 Nov 12, 2024	BUY	$79.29 - $84.02 $18,871 - $19,996	238 Added 5.13%	4,874 $408,000
Q2 2024 Aug 14, 2024	BUY	$77.99 - $80.49 $17,859 - $18,432	229 Added 5.2%	4,636 $370,000
Q1 2024 May 13, 2024	BUY	$79.39 - $81.28 $100,825 - $103,225	1,270 Added 40.48%	4,407 $354,000
Q4 2023 Feb 13, 2024	SELL	$73.81 - $81.64 $21,257 - $23,512	-288 Reduced 8.41%	3,137 $254,000
Q3 2023 Nov 09, 2023	BUY	$75.83 - $79.4 $1,744 - $1,826	23 Added 0.68%	3,425 $260,000
Q2 2023 Aug 11, 2023	BUY	$78.33 - $80.78 $1,723 - $1,777	22 Added 0.65%	3,402 $268,000
Q1 2023 May 10, 2023	SELL	$77.23 - $81.35 $76,148 - $80,211	-986 Reduced 22.58%	3,380 $271,000
Q4 2022 Feb 06, 2023	BUY	$73.66 - $79.75 $1,915 - $2,073	26 Added 0.6%	4,366 $338,000
Q3 2022 Nov 14, 2022	SELL	$74.85 - $82.96 $20,583 - $22,814	-275 Reduced 5.96%	4,340 $328,000
Q2 2022 Jul 28, 2022	BUY	$78.1 - $85.93 $1,327 - $1,460	17 Added 0.37%	4,615 $369,000
Q1 2022 May 16, 2022	BUY	$85.05 - $92.24 $391,059 - $424,119	4,598 New	4,598 $396,000

Others Institutions Holding VCIT

# of Institutions

1,276

Shares Held

493M

Call Options Held

29K

Put Options Held

7.8K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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Wescott Financial Advisory Group, LLC Vanguard Intermediate Term Cor Transaction History