WFAG
Wescott Financial Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168M | Buy |
295,867
+1,735
| +0.6% | +$986K | 16.08% | 1 |
|
|
2025
Q1 | $151M | Buy |
294,132
+12,698
| +5% | +$6.53M | 15.67% | 1 |
|
|
2024
Q4 | $152M | Buy |
281,434
+5,233
| +2% | +$2.82M | 15.71% | 1 |
|
|
2024
Q3 | $146M | Buy |
276,201
+17
| +0% | +$8.97K | 15.67% | 1 |
|
|
2024
Q2 | $138M | Sell |
276,184
-1,328
| -0.5% | -$664K | 16.04% | 1 |
|
|
2024
Q1 | $133M | Buy |
277,512
+8,172
| +3% | +$3.93M | 16.59% | 1 |
|
|
2023
Q4 | $118M | Buy |
269,340
+212,872
| +377% | +$93M | 16.48% | 1 |
|
|
2023
Q3 | $22.2M | Sell |
56,468
-64
| -0.1% | -$25.1K | 4.05% | 8 |
|
|
2023
Q2 | $23M | Sell |
56,532
-531
| -0.9% | -$216K | 4.07% | 8 |
|
|
2023
Q1 | $21.5M | Sell |
57,063
-1,898
| -3% | -$714K | 4.66% | 6 |
|
|
2022
Q4 | $20.7M | Buy |
58,961
+418
| +0.7% | +$147K | 4.47% | 7 |
|
|
2022
Q3 | $19.2M | Buy |
58,543
+691
| +1% | +$227K | 5.35% | 6 |
|
|
2022
Q2 | $20.1M | Sell |
57,852
-2,049
| -3% | -$711K | 5.45% | 6 |
|
|
2022
Q1 | $24.9M | Buy |
+59,901
| New | +$24.9M | 6.41% | 5 |
|
|
2021
Q2 | – | Sell |
-637
| Closed | -$232K | – | 70 |
|
|
2021
Q1 | $232K | Buy |
+637
| New | +$232K | 0.15% | 56 |
|