Wescott Financial Advisory Group, LLC Vanguard Mid Cap Value Index F Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 9,130 shares of VOE stock, worth $1.49 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,130
Previous 12,335 25.98%
Holding current value
$1.49 Million
Previous $1.86 Million 17.52%
% of portfolio
0.19%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$149.02 - $167.67 $477,609 - $537,382
-3,205 Reduced 25.98%
9,130 $1.53 Million
Q2 2024

Aug 14, 2024
BUY
$146.82 - $155.77 $32,447 - $34,425
221 Added 1.82%
12,335 $1.86 Million
Q1 2024

May 13, 2024
SELL
$141.07 - $155.91 $307,814 - $340,195
-2,182 Reduced 15.26%
12,114 $1.89 Million
Q4 2023

Feb 13, 2024
SELL
$124.27 - $145.8 $20,007 - $23,473
-161 Reduced 1.11%
14,296 $2.07 Million
Q3 2023

Nov 09, 2023
SELL
$130.77 - $144.24 $36,746 - $40,531
-281 Reduced 1.91%
14,457 $1.89 Million
Q2 2023

Aug 11, 2023
SELL
$127.92 - $138.38 $137,641 - $148,896
-1,076 Reduced 6.8%
14,738 $2.04 Million
Q1 2023

May 10, 2023
SELL
$126.74 - $147.12 $38,528 - $44,724
-304 Reduced 1.89%
15,814 $2.12 Million
Q4 2022

Feb 06, 2023
BUY
$122.51 - $142.75 $7,350 - $8,565
60 Added 0.37%
16,118 $2.18 Million
Q3 2022

Nov 14, 2022
BUY
$121.77 - $145.8 $38,722 - $46,364
318 Added 2.02%
16,058 $1.96 Million
Q2 2022

Jul 28, 2022
SELL
$126.2 - $153.17 $106,639 - $129,428
-845 Reduced 5.09%
15,740 $2.04 Million
Q1 2022

May 16, 2022
BUY
$140.72 - $152.6 $2.33 Million - $2.53 Million
16,585 New
16,585 $2.48 Million

Others Institutions Holding VOE

# of Institutions
1,107
Shares Held
68M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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