Vanguard Personalized Indexing Management’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
$247K Sell
4,469
-347
-7% -$19.1K ﹤0.01% 1533
2025
Q1
$250K Buy
+4,816
New +$250K ﹤0.01% 1425