WFAG
Wescott Financial Advisory Group’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Sell |
23,331
-1,734
| -7% | -$306K | 0.39% | 41 |
|
|
2025
Q1 | $4.33M | Sell |
25,065
-2,812
| -10% | -$486K | 0.45% | 38 |
|
|
2024
Q4 | $4.72M | Sell |
27,877
-25
| -0.1% | -$4.23K | 0.49% | 33 |
|
|
2024
Q3 | $4.87M | Sell |
27,902
-680
| -2% | -$119K | 0.52% | 32 |
|
|
2024
Q2 | $4.58M | Sell |
28,582
-3,184
| -10% | -$511K | 0.53% | 32 |
|
|
2024
Q1 | $5.17M | Sell |
31,766
-740
| -2% | -$121K | 0.64% | 29 |
|
|
2023
Q4 | $4.86M | Buy |
32,506
+2,070
| +7% | +$309K | 0.68% | 28 |
|
|
2023
Q3 | $4.2M | Sell |
30,436
-441
| -1% | -$60.8K | 0.77% | 30 |
|
|
2023
Q2 | $4.39M | Sell |
30,877
-4,791
| -13% | -$681K | 0.78% | 27 |
|
|
2023
Q1 | $4.93M | Sell |
35,668
-1,633
| -4% | -$226K | 1.07% | 21 |
|
|
2022
Q4 | $5.24M | Sell |
37,301
-19
| -0.1% | -$2.67K | 1.13% | 20 |
|
|
2022
Q3 | $4.61M | Sell |
37,320
-155
| -0.4% | -$19.1K | 1.28% | 19 |
|
|
2022
Q2 | $4.94M | Sell |
37,475
-5,616
| -13% | -$741K | 1.34% | 19 |
|
|
2022
Q1 | $6.37M | Buy |
+43,091
| New | +$6.37M | 1.64% | 17 |
|