Wescott Financial Advisory Group, LLC Vanguard Total Stock Market Et Transaction History

Wescott Financial Advisory Group, LLC

$857 Million
Q1 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 4,359 shares of VTI stock, worth $1.28 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,359

Previous 4,345 0.32%

Holding current value

$1.28 Million

Previous $1.26 Million 4.85%

% of portfolio

0.14%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$271.18 - $303.12 $3,796 - $4,243	14 Added 0.32%	4,359 $1.2 Million
Q4 2024 Feb 12, 2025	SELL	$280.04 - $302.45 $73,370 - $79,241	-262 Reduced 5.69%	4,345 $1.26 Million
Q3 2024 Nov 12, 2024	BUY	$255.18 - $283.2 $12,759 - $14,160	50 Added 1.1%	4,607 $1.3 Million
Q2 2024 Aug 14, 2024	SELL	$245.23 - $269.4 $52,969 - $58,190	-216 Reduced 4.53%	4,557 $1.22 Million
Q1 2024 May 13, 2024	SELL	$232.77 - $260.14 $209,725 - $234,386	-901 Reduced 15.88%	4,773 $1.24 Million
Q4 2023 Feb 13, 2024	BUY	$203.12 - $238.25 $266,899 - $313,060	1,314 Added 30.14%	5,674 $1.35 Million
Q3 2023 Nov 09, 2023	BUY	$211.41 - $228.35 $5,496 - $5,937	26 Added 0.6%	4,360 $926,000
Q2 2023 Aug 11, 2023	SELL	$200.75 - $220.28 $347,699 - $381,524	-1,732 Reduced 28.55%	4,334 $954,000
Q1 2023 May 10, 2023	SELL	$189.85 - $210.01 $164,220 - $181,658	-865 Reduced 12.48%	6,066 $1.24 Million
Q4 2022 Feb 06, 2023	BUY	$179.3 - $204.18 $197,230 - $224,598	1,100 Added 18.86%	6,931 $1.33 Million
Q3 2022 Nov 14, 2022	BUY	$179.47 - $216.24 $3,050 - $3,676	17 Added 0.29%	5,831 $1.05 Million
Q2 2022 Jul 28, 2022	BUY	$183.02 - $230.52 $25,073 - $31,581	137 Added 2.41%	5,814 $1.1 Million
Q1 2022 May 16, 2022	BUY	$209.9 - $242.97 $813,572 - $941,751	3,876 Added 215.21%	5,677 $1.29 Million
Q4 2021 Jan 31, 2022	BUY	$221.73 - $242.96 $131,042 - $143,589	591 Added 48.84%	1,801 $435,000
Q3 2021 Oct 29, 2021	BUY	$219.23 - $234.37 $265,268 - $283,587	1,210 New	1,210 $269,000

Others Institutions Holding VTI

# of Institutions

3,452

Shares Held

518M

Call Options Held

1.15M

Put Options Held

904K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Wescott Financial Advisory Group, LLC Vanguard Total Stock Market Et Transaction History