Wescott Financial Advisory Group, LLC VANGUARD WELLINGTON FD Transaction History

Wescott Financial Advisory Group, LLC

  • $932 Million
  • Q2 2025
Number of Shares
637,076
Previous 647,297 1.58%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
N/A
-10,221 Reduced 1.58%
637,076 $0
Q1 2025

May 14, 2025
BUY
N/A
15,511 Added 2.46%
647,297 $0
Q4 2024

Feb 12, 2025
BUY
N/A
14,749 Added 2.39%
631,786 $0
Q3 2024

Nov 12, 2024
BUY
N/A
35,133 Added 6.04%
617,037 $0
Q2 2024

Aug 14, 2024
BUY
N/A
42,547 Added 7.89%
581,904 $0
Q1 2024

May 13, 2024
BUY
N/A
58,313 Added 12.12%
539,357 $0
Q4 2023

Feb 13, 2024
BUY
N/A
25,344 Added 5.56%
481,044 $0
Q3 2023

Nov 09, 2023
BUY
N/A
14,170 Added 3.21%
455,700 $0
Q2 2023

Aug 11, 2023
BUY
N/A
441,530 New
441,530 $0
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