WFAG
Wescott Financial Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Sell |
2,767
-28
| -1% | -$6.64K | 0.06% | 106 |
|
|
2025
Q1 | $620K | Sell |
2,795
-61
| -2% | -$13.5K | 0.06% | 102 |
|
|
2024
Q4 | $686K | Sell |
2,856
-402
| -12% | -$96.6K | 0.07% | 98 |
|
|
2024
Q3 | $773K | Sell |
3,258
-485
| -13% | -$115K | 0.08% | 92 |
|
|
2024
Q2 | $816K | Sell |
3,743
-72
| -2% | -$15.7K | 0.09% | 88 |
|
|
2024
Q1 | $872K | Sell |
3,815
-3
| -0.1% | -$686 | 0.11% | 81 |
|
|
2023
Q4 | $815K | Sell |
3,818
-41
| -1% | -$8.75K | 0.11% | 77 |
|
|
2023
Q3 | $730K | Sell |
3,859
-390
| -9% | -$73.7K | 0.13% | 77 |
|
|
2023
Q2 | $845K | Sell |
4,249
-324
| -7% | -$64.4K | 0.15% | 79 |
|
|
2023
Q1 | $867K | Sell |
4,573
-36
| -0.8% | -$6.83K | 0.19% | 75 |
|
|
2022
Q4 | $846K | Buy |
4,609
+20
| +0.4% | +$3.67K | 0.18% | 72 |
|
|
2022
Q3 | $784K | Buy |
4,589
+10
| +0.2% | +$1.71K | 0.22% | 63 |
|
|
2022
Q2 | $806K | Sell |
4,579
-966
| -17% | -$170K | 0.22% | 61 |
|
|
2022
Q1 | $1.18M | Buy |
+5,545
| New | +$1.18M | 0.3% | 48 |
|