Wescott Financial Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Sell |
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|
2025
Q1 | $620K | Sell |
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|
2024
Q4 | $686K | Sell |
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|
2024
Q3 | $773K | Sell |
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|
2024
Q2 | $816K | Sell |
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|
2024
Q1 | $872K | Sell |
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|
2023
Q4 | $815K | Sell |
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|
2023
Q3 | $730K | Sell |
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|
2023
Q2 | $845K | Sell |
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|
2023
Q1 | $867K | Sell |
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|
2022
Q4 | $846K | Buy |
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|
2022
Q3 | $784K | Buy |
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|
2022
Q2 | $806K | Sell |
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|
2022
Q1 | $1.18M | Buy |
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