Wescott Financial Advisory Group, LLC Reduced Holdings in Q1 2025

Wescott Financial Advisory Group, LLC

  • $857 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
-138
- 3.65%
N/A
3.65K $674K
VOE
Vanguard Mid Cap Value Index F

ETFs
-90
- 1.04%
$156.61 - $168.02 $14.1K - $15.1K
8.57K $1.38M
DFAX
Dimensional ETF Tr
-1.18K
- 13.38%
$24.45 - $27.2 $28.9K - $32.2K
7.67K $200K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-191
- 5.51%
$126.11 - $135.06 $24.1K - $25.8K
3.27K $422K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-38
- 2.3%
$168.16 - $186.21 $6.39K - $7.08K
1.61K $275K
PEP
Pepsico Inc

Consumer Defensive
-78
- 3.26%
$142.64 - $156.42 $11.1K - $12.2K
2.32K $347K
INTF
Ishares Tr

ETFs
-1.25K
- 10.0%
$28.43 - $31.96 $35.7K - $40.1K
11.3K $347K
VCIT
Vanguard Intermediate Term Cor

ETFs
-190
- 6.77%
$79.17 - $82.04 $15K - $15.6K
2.62K $213K
VEU
Vanguard Ftse All World Ex Us

ETFs
-819
- 6.78%
$56.51 - $62.98 $46.3K - $51.6K
11.3K $683K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-636
- 1.62%
$51.52 - $52.37 $32.8K - $33.3K
38.5K $2.02M
CL
Colgate Palmolive CO

Consumer Defensive
-73
- 2.08%
$85.68 - $97.5 $6.25K - $7.12K
3.44K $322K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-202
- 1.89%
$42.5 - $46.71 $8.59K - $9.44K
10.5K $473K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-16
- 0.95%
$128.74 - $138.67 $2.06K - $2.22K
1.66K $225K
VGSH
Vanguard

ETFs
-207
- 0.46%
$58.07 - $58.69 $12K - $12.1K
45.2K $2.65M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-53
- 0.32%
$38.89 - $41.6 $2.06K - $2.2K
16.7K $677K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.41%
$890.62 - $1076.86 $4.45K - $5.38K
1.22K $1.16M
PG
Procter & Gamble CO

Consumer Defensive
-128
- 0.55%
$158.56 - $176.26 $20.3K - $22.6K
23.1K $3.94M
GLD
Spdr Gold Trust

ETFs
-60
- 4.58%
$243.19 - $288.14 $14.6K - $17.3K
1.25K $359K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-4.72K
- 0.55%
$39.96 - $43.3 $189K - $204K
850K $35M
GE
General Electric CO

Industrials
-158
- 3.91%
$168.59 - $212.13 $26.6K - $33.5K
3.88K $777K
IXUS
Ishares Tr

ETFs
-73
- 0.15%
$65.06 - $72.31 $4.75K - $5.28K
47.7K $3.33M
DFAE
Dimensional ETF Tr

ETFs
-2.49K
- 0.54%
$24.64 - $26.86 $61.3K - $66.8K
456K $11.8M
XOM
Exxon Mobil Corp

Energy
-91
- 0.38%
$105.44 - $118.93 $9.6K - $10.8K
24.1K $2.86M
JNJ
Johnson & Johnson

Healthcare
-430
- 2.19%
$142.06 - $167.7 $61.1K - $72.1K
19.2K $3.19M
IEFA
Ishares Tr

ETFs
-6.91K
- 1.28%
$69.57 - $78.65 $481K - $544K
534K $40.4M
Activity Summary
Buys All Purchases 82 New Holdings 6 Increased Positions 76 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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