Wescott Financial Advisory Group, LLC Vanguard Value ETF Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 27,902 shares of VTV stock, worth $4.91 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
27,902
Previous 28,582 2.38%
Holding current value
$4.91 Million
Previous $4.58 Million 6.24%
% of portfolio
0.59%
Previous 0.6%

Shares

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

Nov 12, 2024
SELL
$159.75 - $174.57 $108,630 - $118,707
-680 Reduced 2.38%
27,902 $4.87 Million
Q2 2024

Aug 14, 2024
SELL
$154.57 - $163.65 $492,150 - $521,061
-3,184 Reduced 10.02%
28,582 $4.58 Million
Q1 2024

May 13, 2024
SELL
$147.46 - $162.86 $109,120 - $120,516
-740 Reduced 2.28%
31,766 $5.17 Million
Q4 2023

Feb 13, 2024
BUY
$131.82 - $149.95 $272,867 - $310,396
2,070 Added 6.8%
32,506 $4.86 Million
Q3 2023

Nov 09, 2023
SELL
$137.93 - $147.18 $60,827 - $64,906
-441 Reduced 1.43%
30,436 $4.2 Million
Q2 2023

Aug 11, 2023
SELL
$134.74 - $142.42 $645,539 - $682,334
-4,791 Reduced 13.43%
30,877 $4.39 Million
Q1 2023

May 10, 2023
SELL
$132.13 - $144.96 $215,768 - $236,719
-1,633 Reduced 4.38%
35,668 $4.93 Million
Q4 2022

Feb 06, 2023
SELL
$124.69 - $146.24 $2,369 - $2,778
-19 Reduced 0.05%
37,301 $5.24 Million
Q3 2022

Nov 14, 2022
SELL
$123.48 - $143.43 $19,139 - $22,231
-155 Reduced 0.41%
37,320 $4.61 Million
Q2 2022

Jul 28, 2022
SELL
$128.01 - $150.8 $718,904 - $846,892
-5,616 Reduced 13.03%
37,475 $4.94 Million
Q1 2022

May 16, 2022
BUY
$140.46 - $150.33 $6.05 Million - $6.48 Million
43,091 New
43,091 $6.37 Million

Others Institutions Holding VTV

# of Institutions
2,292
Shares Held
535M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

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