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

Wescott Financial Advisory Group, LLC

$857 Million
Q1 2025

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 3,273 shares of VYM stock, worth $443,360. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,273

Previous 3,464 5.51%

Holding current value

$443,360

Previous $441,000 4.31%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$126.11 - $135.06 $24,087 - $25,796	-191 Reduced 5.51%	3,273 $422,000
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

2,012

Shares Held

189M

Call Options Held

2.03M

Put Options Held

311K

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About VANGUARD WHITEHALL FDS (VANGUA

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