WFAG
Wescott Financial Advisory Group’s Invesco Large Cap Value ETF PWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Hold |
7,119
| – | – | 0.04% | 125 |
|
|
2025
Q1 | $424K | Hold |
7,119
| – | – | 0.04% | 120 |
|
|
2024
Q4 | $405K | Hold |
7,119
| – | – | 0.04% | 125 |
|
|
2024
Q3 | $415K | Hold |
7,119
| – | – | 0.04% | 131 |
|
|
2024
Q2 | $392K | Hold |
7,119
| – | – | 0.05% | 126 |
|
|
2024
Q1 | $404K | Hold |
7,119
| – | – | 0.05% | 119 |
|
|
2023
Q4 | $361K | Hold |
7,119
| – | – | 0.05% | 122 |
|
|
2023
Q3 | $333K | Hold |
7,119
| – | – | 0.06% | 121 |
|
|
2023
Q2 | $332K | Hold |
7,119
| – | – | 0.06% | 126 |
|
|
2023
Q1 | $322K | Hold |
7,119
| – | – | 0.07% | 126 |
|
|
2022
Q4 | $335K | Hold |
7,119
| – | – | 0.07% | 114 |
|
|
2022
Q3 | $297K | Hold |
7,119
| – | – | 0.08% | 114 |
|
|
2022
Q2 | $311K | Hold |
7,119
| – | – | 0.08% | 106 |
|
|
2022
Q1 | $348K | Buy |
+7,119
| New | +$348K | 0.09% | 98 |
|