WFAG
Wescott Financial Advisory Group’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
47,590
-4,826
| -9% | -$351K | 0.33% | 45 |
|
|
2025
Q1 | $3.45M | Sell |
52,416
-94
| -0.2% | -$6.18K | 0.36% | 43 |
|
|
2024
Q4 | $3.62M | Sell |
52,510
-327
| -0.6% | -$22.5K | 0.38% | 42 |
|
|
2024
Q3 | $3.57M | Sell |
52,837
-1,369
| -3% | -$92.4K | 0.38% | 42 |
|
|
2024
Q2 | $3.47M | Sell |
54,206
-3,108
| -5% | -$199K | 0.4% | 42 |
|
|
2024
Q1 | $3.53M | Sell |
57,314
-8,268
| -13% | -$509K | 0.44% | 40 |
|
|
2023
Q4 | $3.67M | Buy |
65,582
+481
| +0.7% | +$26.9K | 0.51% | 37 |
|
|
2023
Q3 | $3.27M | Sell |
65,101
-709
| -1% | -$35.6K | 0.6% | 37 |
|
|
2023
Q2 | $3.43M | Buy |
65,810
+21,398
| +48% | +$1.12M | 0.61% | 35 |
|
|
2023
Q1 | $2.14M | Sell |
44,412
-1,934
| -4% | -$93.1K | 0.46% | 41 |
|
|
2022
Q4 | $2.08M | Buy |
46,346
+5,938
| +15% | +$267K | 0.45% | 42 |
|
|
2022
Q3 | $1.7M | Buy |
40,408
+1,667
| +4% | +$70K | 0.47% | 38 |
|
|
2022
Q2 | $1.72M | Buy |
38,741
+4,545
| +13% | +$202K | 0.47% | 37 |
|
|
2022
Q1 | $1.82M | Buy |
+34,196
| New | +$1.82M | 0.47% | 35 |
|