WFAG
Wescott Financial Advisory Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Hold |
15,380
| – | – | 0.15% | 68 |
|
|
2025
Q1 | $1.48M | Hold |
15,380
| – | – | 0.15% | 67 |
|
|
2024
Q4 | $1.63M | Buy |
15,380
+381
| +3% | +$40.4K | 0.17% | 65 |
|
|
2024
Q3 | $1.62M | Hold |
14,999
| – | – | 0.17% | 66 |
|
|
2024
Q2 | $1.47M | Buy |
14,999
+41
| +0.3% | +$4.03K | 0.17% | 69 |
|
|
2024
Q1 | $1.52M | Buy |
14,958
+282
| +2% | +$28.6K | 0.19% | 63 |
|
|
2023
Q4 | $1.46M | Buy |
14,676
+212
| +1% | +$21K | 0.2% | 59 |
|
|
2023
Q3 | $1.26M | Hold |
14,464
| – | – | 0.23% | 60 |
|
|
2023
Q2 | $1.33M | Hold |
14,464
| – | – | 0.23% | 58 |
|
|
2023
Q1 | $1.28M | Buy |
14,464
+7,232
| +100% | +$642K | 0.28% | 53 |
|
|
2022
Q4 | $1.25M | Buy |
7,232
+109
| +2% | +$18.9K | 0.27% | 55 |
|
|
2022
Q3 | $1.15M | Hold |
7,123
| – | – | 0.32% | 43 |
|
|
2022
Q2 | $1.21M | Hold |
7,123
| – | – | 0.33% | 46 |
|
|
2022
Q1 | $1.41M | Buy |
+7,123
| New | +$1.41M | 0.36% | 45 |
|