Vanguard Group’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350M | Sell |
6,360,937
-269,170
| -4% | -$14.8M | 0.01% | 1230 |
|
|
2025
Q1 | $344M | Sell |
6,630,107
-370,916
| -5% | -$19.2M | 0.01% | 1206 |
|
|
2024
Q4 | $372M | Sell |
7,001,023
-18,659
| -0.3% | -$991K | 0.01% | 1216 |
|
|
2024
Q3 | $358M | Sell |
7,019,682
-125,079
| -2% | -$6.38M | 0.01% | 1227 |
|
|
2024
Q2 | $336M | Sell |
7,144,761
-193,439
| -3% | -$9.09M | 0.01% | 1204 |
|
|
2024
Q1 | $331M | Buy |
7,338,200
+372,402
| +5% | +$16.8M | 0.01% | 1231 |
|
|
2023
Q4 | $320M | Sell |
6,965,798
-54,582
| -0.8% | -$2.51M | 0.01% | 1244 |
|
|
2023
Q3 | $256M | Sell |
7,020,380
-11,537
| -0.2% | -$421K | 0.01% | 1305 |
|
|
2023
Q2 | $265M | Sell |
7,031,917
-90,104
| -1% | -$3.4M | 0.01% | 1318 |
|
|
2023
Q1 | $268M | Buy |
7,122,021
+60,901
| +0.9% | +$2.29M | 0.01% | 1289 |
|
|
2022
Q4 | $320M | Buy |
7,061,120
+8,928
| +0.1% | +$405K | 0.01% | 1128 |
|
|
2022
Q3 | $328M | Sell |
7,052,192
-38,742
| -0.5% | -$1.8M | 0.01% | 1077 |
|
|
2022
Q2 | $284M | Sell |
7,090,934
-21,542
| -0.3% | -$864K | 0.01% | 1203 |
|
|
2022
Q1 | $332M | Buy |
7,112,476
+992,425
| +16% | +$46.3M | 0.01% | 1237 |
|
|
2021
Q4 | $307M | Buy |
6,120,051
+1,033,878
| +20% | +$51.8M | 0.01% | 1337 |
|
|
2021
Q3 | $261M | Buy |
5,086,173
+25,707
| +0.5% | +$1.32M | 0.01% | 1427 |
|
|
2021
Q2 | $236M | Buy |
5,060,466
+67,579
| +1% | +$3.15M | 0.01% | 1534 |
|
|
2021
Q1 | $249M | Buy |
4,992,887
+583,693
| +13% | +$29.1M | 0.01% | 1455 |
|
|
2020
Q4 | $198M | Buy |
4,409,194
+27,106
| +0.6% | +$1.22M | 0.01% | 1469 |
|
|
2020
Q3 | $118M | Sell |
4,382,088
-232,626
| -5% | -$6.27M | ﹤0.01% | 1600 |
|
|
2020
Q2 | $132M | Sell |
4,614,714
-267,832
| -5% | -$7.69M | ﹤0.01% | 1526 |
|
|
2020
Q1 | $122M | Buy |
4,882,546
+162,172
| +3% | +$4.04M | 0.01% | 1413 |
|
|
2019
Q4 | $208M | Sell |
4,720,374
-134,857
| -3% | -$5.93M | 0.01% | 1365 |
|
|
2019
Q3 | $214M | Buy |
4,855,231
+66,031
| +1% | +$2.91M | 0.01% | 1293 |
|
|
2019
Q2 | $198M | Buy |
4,789,200
+1,060,282
| +28% | +$43.8M | 0.01% | 1366 |
|
|
2019
Q1 | $144M | Buy |
3,728,918
+2,213,400
| +146% | +$85.4M | 0.01% | 1548 |
|
|
2018
Q4 | $57.5M | Buy |
1,515,518
+38,037
| +3% | +$1.44M | ﹤0.01% | 1952 |
|
|
2018
Q3 | $69.7M | Buy |
1,477,481
+14,763
| +1% | +$696K | ﹤0.01% | 1983 |
|
|
2018
Q2 | $78M | Buy |
1,462,718
+15,706
| +1% | +$837K | ﹤0.01% | 1894 |
|
|
2018
Q1 | $69.3M | Buy |
1,447,012
+40,119
| +3% | +$1.92M | ﹤0.01% | 1907 |
|
|
2017
Q4 | $67.3M | Buy |
1,406,893
+36,658
| +3% | +$1.75M | ﹤0.01% | 1916 |
|
|
2017
Q3 | $66.8M | Buy |
1,370,235
+63,082
| +5% | +$3.08M | ﹤0.01% | 1913 |
|
|
2017
Q2 | $59.3M | Buy |
1,307,153
+59,876
| +5% | +$2.72M | ﹤0.01% | 1938 |
|
|
2017
Q1 | $57.3M | Buy |
1,247,277
+93,705
| +8% | +$4.31M | ﹤0.01% | 1939 |
|
|
2016
Q4 | $53.5M | Buy |
1,153,572
+104,243
| +10% | +$4.83M | ﹤0.01% | 1937 |
|
|
2016
Q3 | $38.3M | Buy |
1,049,329
+29,676
| +3% | +$1.08M | ﹤0.01% | 2052 |
|
|
2016
Q2 | $32.8M | Buy |
1,019,653
+41,389
| +4% | +$1.33M | ﹤0.01% | 2095 |
|
|
2016
Q1 | $31.8M | Buy |
978,264
+42,276
| +5% | +$1.37M | ﹤0.01% | 2086 |
|
|
2015
Q4 | $30.3M | Buy |
935,988
+101,063
| +12% | +$3.27M | ﹤0.01% | 2125 |
|
|
2015
Q3 | $24.1M | Sell |
834,925
-15,007
| -2% | -$432K | ﹤0.01% | 2200 |
|
|
2015
Q2 | $23.2M | Buy |
849,932
+28,337
| +3% | +$775K | ﹤0.01% | 2287 |
|
|
2015
Q1 | $20.7M | Buy |
821,595
+47,589
| +6% | +$1.2M | ﹤0.01% | 2308 |
|
|
2014
Q4 | $19.8M | Sell |
774,006
-177,003
| -19% | -$4.54M | ﹤0.01% | 2239 |
|
|
2014
Q3 | $22.7M | Buy |
951,009
+54,555
| +6% | +$1.3M | ﹤0.01% | 2152 |
|
|
2014
Q2 | $22M | Buy |
896,454
+137,307
| +18% | +$3.37M | ﹤0.01% | 2187 |
|
|
2014
Q1 | $18.1M | Buy |
759,147
+71,301
| +10% | +$1.7M | ﹤0.01% | 2230 |
|
|
2013
Q4 | $17.8M | Buy |
687,846
+44,139
| +7% | +$1.14M | ﹤0.01% | 2210 |
|
|
2013
Q3 | $12.9M | Buy |
643,707
+18,078
| +3% | +$363K | ﹤0.01% | 2278 |
|
|
2013
Q2 | $10.9M | Buy |
+625,629
| New | +$10.9M | ﹤0.01% | 2296 |
|