Wescott Financial Advisory Group, LLC Vanguard Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 47,648 shares of VGSH stock, worth $2.78 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

47,648

Previous 47,710 0.13%

Holding current value

$2.78 Million

Previous $2.77 Million 1.66%

% of portfolio

0.34%

Previous 0.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$57.74 - $59.13 $3,579 - $3,666	-62 Reduced 0.13%	47,648 $2.81 Million
Q2 2024 Aug 14, 2024	BUY	$57.55 - $58.0 $80,857 - $81,490	1,405 Added 3.03%	47,710 $2.77 Million
Q1 2024 May 13, 2024	BUY	$57.88 - $58.54 $120,448 - $121,821	2,081 Added 4.71%	46,305 $2.69 Million
Q4 2023 Feb 13, 2024	BUY	$57.34 - $58.41 $498,915 - $508,225	8,701 Added 24.49%	44,224 $2.58 Million
Q3 2023 Nov 09, 2023	BUY	$57.47 - $57.91 $30,976 - $31,213	539 Added 1.54%	35,523 $2.05 Million
Q2 2023 Aug 11, 2023	BUY	$57.72 - $58.69 $11,139 - $11,327	193 Added 0.55%	34,984 $2.02 Million
Q1 2023 May 10, 2023	BUY	$57.32 - $58.77 $153,101 - $156,974	2,671 Added 8.32%	34,791 $2.04 Million
Q4 2022 Feb 06, 2023	BUY	$57.38 - $58.13 $1.04 Million - $1.05 Million	18,120 Added 129.43%	32,120 $1.86 Million
Q3 2022 Nov 14, 2022	BUY	$57.67 - $59.08 $807,380 - $827,120	14,000 New	14,000 $809,000

Others Institutions Holding VGSH

# of Institutions

930

Shares Held

232M

Call Options Held

21.5K

Put Options Held

32.6K

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About VANGUARD

Ticker VGSH
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Wescott Financial Advisory Group, LLC Vanguard Transaction History