WFAG
Wescott Financial Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03M | Sell |
21,542
-67
| -0.3% | -$18.7K | 0.58% | 31 |
|
|
2025
Q1 | $5.59M | Sell |
21,609
-2,111
| -9% | -$546K | 0.58% | 32 |
|
|
2024
Q4 | $6.27M | Sell |
23,720
-4,435
| -16% | -$1.17M | 0.65% | 29 |
|
|
2024
Q3 | $7.43M | Sell |
28,155
-1,684
| -6% | -$444K | 0.8% | 22 |
|
|
2024
Q2 | $7.22M | Sell |
29,839
-852
| -3% | -$206K | 0.84% | 23 |
|
|
2024
Q1 | $7.67M | Sell |
30,691
-2,146
| -7% | -$536K | 0.95% | 20 |
|
|
2023
Q4 | $7.64M | Sell |
32,837
-419
| -1% | -$97.5K | 1.07% | 16 |
|
|
2023
Q3 | $6.93M | Sell |
33,256
-508
| -2% | -$106K | 1.27% | 16 |
|
|
2023
Q2 | $7.43M | Sell |
33,764
-5,101
| -13% | -$1.12M | 1.31% | 15 |
|
|
2023
Q1 | $8.2M | Sell |
38,865
-749
| -2% | -$158K | 1.78% | 15 |
|
|
2022
Q4 | $8.07M | Sell |
39,614
-647
| -2% | -$132K | 1.74% | 15 |
|
|
2022
Q3 | $7.57M | Buy |
40,261
+1,591
| +4% | +$299K | 2.11% | 11 |
|
|
2022
Q2 | $7.62M | Buy |
38,670
+333
| +0.9% | +$65.6K | 2.07% | 12 |
|
|
2022
Q1 | $9.12M | Buy |
+38,337
| New | +$9.12M | 2.35% | 10 |
|