Veritable’s WSFS Financial WSFS Stock Holding History

Veritable’s Portfolio WSFS Stock Details WSFS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$260K	Buy
2023 Q1	$255K	Hold
2022 Q4	$307K	Hold
2022 Q3	$314K	Sell
2022 Q2	$272K	Buy
2022 Q1	$316K	Buy