Wescott Financial Advisory Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 276,201 shares of VOO stock, worth $151 Million. This represents 17.72% of its overall portfolio holdings.

Number of Shares

276,201

Previous 276,184 0.01%

Holding current value

$151 Million

Previous $138 Million 5.51%

% of portfolio

17.72%

Previous 18.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $8,078 - $8,970	17 Added 0.01%	276,201 $146 Million
Q2 2024 Aug 14, 2024	SELL	$455.1 - $504.28 $604,372 - $669,683	-1,328 Reduced 0.48%	276,184 $138 Million
Q1 2024 May 13, 2024	BUY	$429.43 - $481.35 $3.51 Million - $3.93 Million	8,172 Added 3.03%	277,512 $133 Million
Q4 2023 Feb 13, 2024	BUY	$377.32 - $438.19 $80.3 Million - $93.3 Million	212,872 Added 376.98%	269,340 $118 Million
Q3 2023 Nov 09, 2023	SELL	$392.7 - $420.68 $25,132 - $26,923	-64 Reduced 0.11%	56,468 $22.2 Million
Q2 2023 Aug 11, 2023	SELL	$371.44 - $407.28 $197,234 - $216,265	-531 Reduced 0.93%	56,532 $23 Million
Q1 2023 May 10, 2023	SELL	$348.66 - $382.94 $661,756 - $726,820	-1,898 Reduced 3.22%	57,063 $21.5 Million
Q4 2022 Feb 06, 2023	BUY	$327.64 - $374.54 $136,953 - $156,557	418 Added 0.71%	58,961 $20.7 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $226,855 - $272,972	691 Added 1.19%	58,543 $19.2 Million
Q2 2022 Jul 28, 2022	SELL	$337.07 - $419.85 $690,656 - $860,272	-2,049 Reduced 3.42%	57,852 $20.1 Million
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $22.9 Million - $26.3 Million	59,901 New	59,901 $24.9 Million
Q2 2021 Aug 10, 2021	SELL	$368.16 - $394.32 $234,517 - $251,181	-637 Closed	0 $0
Q1 2021 Jun 25, 2021	BUY	$339.03 - $365.24 $215,962 - $232,657	637 New	637 $232,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Wescott Financial Advisory Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History