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 4,607 shares of VTI stock, worth $1.35 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,607
Previous 4,557 1.1%
Holding current value
$1.35 Million
Previous $1.22 Million 6.97%
% of portfolio
0.16%
Previous 0.16%

Shares

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

About VANGUARD TOTAL STOCK MARKET ET


  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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