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 $1.73 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,999
Previous 14,999 -0.0%
Holding current value
$1.73 Million
Previous $1.47 Million 10.12%
% of portfolio
0.2%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD S&P SMALL CAP 600 ETF


  • Ticker VIOO
  • Sector ETFs
  • Industry ETFs
More about VIOO
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

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.