Wescott Financial Advisory Group, LLC Vanguard Growth ETF Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 17,945 shares of VUG stock, worth $7.16 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

17,945

Previous 19,312 7.08%

Holding current value

$7.16 Million

Previous $7.41 Million 0.66%

% of portfolio

0.85%

Previous 0.9%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$378.79 - $428.11 $517,805 - $585,226	-1,367 Reduced 7.08%	17,945 $7.37 Million
Q3 2024 Nov 12, 2024	SELL	$341.08 - $391.94 $276,956 - $318,255	-812 Reduced 4.03%	19,312 $7.41 Million
Q2 2024 Aug 14, 2024	SELL	$322.46 - $377.11 $122,212 - $142,924	-379 Reduced 1.85%	20,124 $7.53 Million
Q1 2024 May 13, 2024	SELL	$301.05 - $346.61 $211,036 - $242,973	-701 Reduced 3.31%	20,503 $7.06 Million
Q4 2023 Feb 13, 2024	SELL	$261.54 - $312.16 $237,216 - $283,129	-907 Reduced 4.1%	21,204 $6.59 Million
Q3 2023 Nov 09, 2023	SELL	$269.56 - $293.5 $228,586 - $248,888	-848 Reduced 3.69%	22,111 $6.02 Million
Q2 2023 Aug 11, 2023	SELL	$243.06 - $282.96 $130,766 - $152,232	-538 Reduced 2.29%	22,959 $6.5 Million
Q1 2023 May 10, 2023	SELL	$209.25 - $249.44 $418,290 - $498,630	-1,999 Reduced 7.84%	23,497 $5.86 Million
Q4 2022 Feb 06, 2023	SELL	$208.44 - $233.81 $7,920 - $8,884	-38 Reduced 0.15%	25,496 $5.43 Million
Q3 2022 Nov 14, 2022	SELL	$213.95 - $266.28 $12,409 - $15,444	-58 Reduced 0.23%	25,534 $5.46 Million
Q2 2022 Jul 28, 2022	SELL	$214.97 - $293.87 $1.28 Million - $1.74 Million	-5,935 Reduced 18.83%	25,592 $5.7 Million
Q1 2022 May 16, 2022	BUY	$254.37 - $323.09 $8.02 Million - $10.2 Million	31,527 New	31,527 $9.07 Million

Others Institutions Holding VUG

# of Institutions

2,662

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Account

Wescott Financial Advisory Group, LLC Vanguard Growth ETF Transaction History