WFAG
Wescott Financial Advisory Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
8,535
-36
| -0.4% | -$5.92K | 0.13% | 76 |
|
|
2025
Q1 | $1.38M | Sell |
8,571
-90
| -1% | -$14.4K | 0.14% | 69 |
|
|
2024
Q4 | $1.4M | Sell |
8,661
-469
| -5% | -$75.9K | 0.15% | 71 |
|
|
2024
Q3 | $1.53M | Sell |
9,130
-3,205
| -26% | -$537K | 0.16% | 68 |
|
|
2024
Q2 | $1.86M | Buy |
12,335
+221
| +2% | +$33.2K | 0.22% | 55 |
|
|
2024
Q1 | $1.89M | Sell |
12,114
-2,182
| -15% | -$340K | 0.23% | 48 |
|
|
2023
Q4 | $2.07M | Sell |
14,296
-161
| -1% | -$23.3K | 0.29% | 50 |
|
|
2023
Q3 | $1.89M | Sell |
14,457
-281
| -2% | -$36.8K | 0.35% | 47 |
|
|
2023
Q2 | $2.04M | Sell |
14,738
-1,076
| -7% | -$149K | 0.36% | 47 |
|
|
2023
Q1 | $2.12M | Sell |
15,814
-304
| -2% | -$40.8K | 0.46% | 42 |
|
|
2022
Q4 | $2.18M | Buy |
16,118
+60
| +0.4% | +$8.11K | 0.47% | 41 |
|
|
2022
Q3 | $1.96M | Buy |
16,058
+318
| +2% | +$38.7K | 0.54% | 35 |
|
|
2022
Q2 | $2.04M | Sell |
15,740
-845
| -5% | -$109K | 0.55% | 33 |
|
|
2022
Q1 | $2.48M | Buy |
+16,585
| New | +$2.48M | 0.64% | 30 |
|