Wescott Financial Advisory Group, LLC Vanguard Whitehall Fds (Vangua Transaction History

Wescott Financial Advisory Group, LLC

  • $862 Million
  • Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,464 shares of VYM stock, worth $454,580. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,464
Previous 3,461 0.09%
Holding current value
$454,580
Previous $443,000 0.45%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$126.68 - $134.74 $380 - $404
3 Added 0.09%
3,464 $441,000
Q3 2024

Nov 12, 2024
SELL
$117.9 - $128.2 $192,059 - $208,837
-1,629 Reduced 32.0%
3,461 $443,000
Q2 2024

Aug 14, 2024
BUY
$114.71 - $121.51 $573 - $607
5 Added 0.1%
5,090 $603,000
Q1 2024

May 13, 2024
BUY
$109.98 - $120.99 $439 - $483
4 Added 0.08%
5,085 $615,000
Q4 2023

Feb 13, 2024
SELL
$98.71 - $111.84 $112,529 - $127,497
-1,140 Reduced 18.33%
5,081 $567,000
Q3 2023

Nov 09, 2023
SELL
$103.32 - $110.34 $30,995 - $33,102
-300 Reduced 4.6%
6,221 $642,000
Q2 2023

Aug 11, 2023
BUY
$101.36 - $107.68 $86,257 - $91,635
851 Added 15.01%
6,521 $691,000
Q1 2023

May 10, 2023
SELL
$100.82 - $111.44 $19,357 - $21,396
-192 Reduced 3.28%
5,670 $598,000
Q4 2022

Feb 06, 2023
BUY
$96.14 - $113.15 $20,285 - $23,874
211 Added 3.73%
5,862 $634,000
Q3 2022

Nov 14, 2022
BUY
$94.88 - $110.28 $853 - $992
9 Added 0.16%
5,651 $536,000
Q2 2022

Jul 28, 2022
SELL
$99.2 - $114.57 $117,948 - $136,223
-1,189 Reduced 17.41%
5,642 $574,000
Q1 2022

May 16, 2022
BUY
$107.24 - $115.01 $732,556 - $785,633
6,831 New
6,831 $767,000

Others Institutions Holding VYM

# of Institutions
1,952
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email