Wescott Financial Advisory Group, LLC Vanguard Large Cap ETF Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,353 shares of VV stock, worth $931,362. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,353

Previous 3,439 2.5%

Holding current value

$931,362

Previous $858,000 2.8%

% of portfolio

0.11%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$236.92 - $263.4 $20,375 - $22,652	-86 Reduced 2.5%	3,353 $882,000
Q1 2024 May 13, 2024	BUY	$214.62 - $240.49 $2,575 - $2,885	12 Added 0.35%	3,439 $824,000
Q4 2023 Feb 13, 2024	BUY	$188.0 - $219.17 $2,632 - $3,068	14 Added 0.41%	3,427 $747,000
Q3 2023 Nov 09, 2023	SELL	$195.09 - $209.59 $25,556 - $27,456	-131 Reduced 3.7%	3,413 $667,000
Q2 2023 Aug 11, 2023	BUY	$184.38 - $202.72 $2,396 - $2,635	13 Added 0.37%	3,544 $718,000
Q1 2023 May 10, 2023	SELL	$172.79 - $190.36 $35,421 - $39,023	-205 Reduced 5.49%	3,531 $659,000
Q4 2022 Feb 06, 2023	BUY	$162.98 - $185.93 $2,770 - $3,160	17 Added 0.46%	3,736 $650,000
Q3 2022 Nov 14, 2022	BUY	$163.56 - $196.95 $2,616 - $3,151	16 Added 0.43%	3,719 $608,000
Q2 2022 Jul 28, 2022	BUY	$167.29 - $210.78 $2,509 - $3,161	15 Added 0.41%	3,703 $638,000
Q1 2022 May 16, 2022	BUY	$191.25 - $221.63 $705,330 - $817,371	3,688 New	3,688 $769,000

Others Institutions Holding VV

# of Institutions

1,209

Shares Held

106M

Call Options Held

29.3K

Put Options Held

132K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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Wescott Financial Advisory Group, LLC Vanguard Large Cap ETF Transaction History