Wescott Financial Advisory Group, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Wescott Financial Advisory Group, LLC

$763 Million
Q2 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 14,999 shares of VIOO stock, worth $1.6 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

14,999

Previous 14,958 0.27%

Holding current value

$1.6 Million

Previous $1.52 Million 2.96%

% of portfolio

0.19%

Previous 0.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$93.69 - $101.79 $3,841 - $4,173	41 Added 0.27%	14,999 $1.47 Million
Q1 2024 May 13, 2024	BUY	$93.69 - $101.5 $26,420 - $28,623	282 Added 1.92%	14,958 $1.52 Million
Q4 2023 Feb 13, 2024	BUY	$81.22 - $100.75 $17,218 - $21,359	212 Added 1.47%	14,676 $1.46 Million
Q1 2023 May 10, 2023	BUY	$84.73 - $197.41 $612,767 - $1.43 Million	7,232 Added 100.0%	14,464 $1.28 Million
Q4 2022 Feb 06, 2023	BUY	$82.54 - $189.04 $8,996 - $20,605	109 Added 1.53%	7,232 $1.25 Million
Q1 2022 May 16, 2022	BUY	$93.89 - $106.99 $668,778 - $762,089	7,123 New	7,123 $1.41 Million

Others Institutions Holding VIOO

# of Institutions

323

Shares Held

12.5M

Call Options Held

1.4K

Put Options Held

2.2K

View Full List

About VANGUARD S&P SMALL CAP 600 ETF

Ticker VIOO
Sector ETFs
Industry ETFs

More about VIOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Account

Wescott Financial Advisory Group, LLC Vanguard S&P Small Cap 600 ETF Transaction History