WFAG
Wescott Financial Advisory Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
5,350
+1,964
| +58% | +$560K | 0.15% | 71 |
|
|
2025
Q1 | $870K | Buy |
3,386
+12
| +0.4% | +$3.08K | 0.09% | 85 |
|
|
2024
Q4 | $910K | Buy |
3,374
+21
| +0.6% | +$5.66K | 0.09% | 86 |
|
|
2024
Q3 | $883K | Sell |
3,353
-86
| -3% | -$22.6K | 0.09% | 85 |
|
|
2024
Q2 | $858K | Hold |
3,439
| – | – | 0.1% | 86 |
|
|
2024
Q1 | $824K | Buy |
3,439
+12
| +0.4% | +$2.88K | 0.1% | 83 |
|
|
2023
Q4 | $748K | Buy |
3,427
+14
| +0.4% | +$3.05K | 0.1% | 82 |
|
|
2023
Q3 | $668K | Sell |
3,413
-131
| -4% | -$25.6K | 0.12% | 82 |
|
|
2023
Q2 | $718K | Buy |
3,544
+13
| +0.4% | +$2.64K | 0.13% | 80 |
|
|
2023
Q1 | $660K | Sell |
3,531
-205
| -5% | -$38.3K | 0.14% | 77 |
|
|
2022
Q4 | $651K | Buy |
3,736
+17
| +0.5% | +$2.96K | 0.14% | 77 |
|
|
2022
Q3 | $608K | Buy |
3,719
+16
| +0.4% | +$2.62K | 0.17% | 74 |
|
|
2022
Q2 | $638K | Buy |
3,703
+15
| +0.4% | +$2.58K | 0.17% | 68 |
|
|
2022
Q1 | $769K | Buy |
+3,688
| New | +$769K | 0.2% | 64 |
|