Wescott Financial Advisory Group’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
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|
2025
Q1 | $870K | Buy |
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|
2024
Q4 | $910K | Buy |
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|
2024
Q3 | $883K | Sell |
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|
2024
Q2 | $858K | Hold |
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|
2024
Q1 | $824K | Buy |
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|
2023
Q4 | $748K | Buy |
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|
2023
Q3 | $668K | Sell |
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|
2023
Q2 | $718K | Buy |
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|
2023
Q1 | $660K | Sell |
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|
2022
Q4 | $651K | Buy |
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|
2022
Q3 | $608K | Buy |
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|
2022
Q2 | $638K | Buy |
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|
2022
Q1 | $769K | Buy |
|