Wescott Financial Advisory Group, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 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 $1.61 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,999
Previous 14,999
-0.0%
Holding current value
$1.61 Million
Previous $1.47 Million
10.12%
% of portfolio
0.2%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding VIOO
# of Institutions
330Shares Held
13.3MCall Options Held
1KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.61MShares$173 Million4.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$133 Million0.01% of portfolio
-
Morgan Stanley New York, NY688KShares$73.9 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS592KShares$63.7 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC431KShares$46.3 Million0.02% of portfolio