Verdence Capital Advisors’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	$770K	Hold	14,000	–	–	0.05%	305
2025 Q1	$726K	Hold	14,000	–	–	0.06%	295
2024 Q4	$744K	Sell	14,000 -11,000	-44%	-$584K	0.06%	291
2024 Q3	$1.27M	Sell	25,000 -5,000	-17%	-$255K	0.1%	224
2024 Q2	$1.41M	Hold	30,000	–	–	0.13%	196
2024 Q1	$1.35M	Hold	30,000	–	–	0.12%	202
2023 Q4	$1.38M	Hold	30,000	–	–	0.13%	176
2023 Q3	$1.1M	Hold	30,000	–	–	0.12%	196
2023 Q2	$1.13M	Hold	30,000	–	–	0.13%	177
2023 Q1	$1.13M	Hold	30,000	–	–	0.14%	177
2022 Q4	$1.36M	Hold	30,000	–	–	0.17%	136
2022 Q3	$1.39M	Hold	30,000	–	–	0.19%	127
2022 Q2	$1.2M	Hold	30,000	–	–	0.16%	150
2022 Q1	$1.4M	Hold	30,000	–	–	0.16%	149
2021 Q4	$1.5M	Hold	30,000	–	–	0.18%	130
2021 Q3	$1.54M	Hold	30,000	–	–	0.2%	123
2021 Q2	$1.4M	Hold	30,000	–	–	0.19%	121
2021 Q1	$1.49M	Hold	30,000	–	–	0.25%	105
2020 Q4	$1.35M	Sell	30,000 -37,792	-56%	-$1.7M	0.26%	102
2020 Q3	$1.83M	Hold	67,792	–	–	0.42%	65
2020 Q2	$1.95M	Hold	67,792	–	–	0.48%	57
2020 Q1	$1.69M	Hold	67,792	–	–	0.51%	54
2019 Q4	$2.98M	Hold	67,792	–	–	0.73%	36
2019 Q3	$2.99M	Hold	67,792	–	–	0.84%	28
2019 Q2	$2.8M	Hold	67,792	–	–	0.8%	32
2019 Q1	$2.62M	Buy	+67,792	New	+$2.62M	0.71%	44