WFAG
Wescott Financial Advisory Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.25M | Sell |
14,264
-2,160
| -13% | -$947K | 0.6% | 30 |
|
|
2025
Q1 | $6.09M | Sell |
16,424
-1,521
| -8% | -$564K | 0.63% | 29 |
|
|
2024
Q4 | $7.37M | Sell |
17,945
-1,367
| -7% | -$561K | 0.76% | 25 |
|
|
2024
Q3 | $7.41M | Sell |
19,312
-812
| -4% | -$312K | 0.8% | 23 |
|
|
2024
Q2 | $7.53M | Sell |
20,124
-379
| -2% | -$142K | 0.87% | 22 |
|
|
2024
Q1 | $7.06M | Sell |
20,503
-701
| -3% | -$241K | 0.88% | 22 |
|
|
2023
Q4 | $6.59M | Sell |
21,204
-907
| -4% | -$282K | 0.92% | 19 |
|
|
2023
Q3 | $6.02M | Sell |
22,111
-848
| -4% | -$231K | 1.1% | 20 |
|
|
2023
Q2 | $6.5M | Sell |
22,959
-538
| -2% | -$152K | 1.15% | 17 |
|
|
2023
Q1 | $5.86M | Sell |
23,497
-1,999
| -8% | -$499K | 1.27% | 18 |
|
|
2022
Q4 | $5.43M | Sell |
25,496
-38
| -0.1% | -$8.1K | 1.17% | 19 |
|
|
2022
Q3 | $5.46M | Sell |
25,534
-58
| -0.2% | -$12.4K | 1.52% | 15 |
|
|
2022
Q2 | $5.7M | Sell |
25,592
-5,935
| -19% | -$1.32M | 1.55% | 15 |
|
|
2022
Q1 | $9.07M | Buy |
+31,527
| New | +$9.07M | 2.34% | 11 |
|