Wescott Financial Advisory Group, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 15,380 shares of VIOO stock, worth $1.66 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

15,380

Previous 14,999 2.54%

Holding current value

$1.66 Million

Previous $1.62 Million 0.49%

% of portfolio

0.19%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$105.45 - $117.99 $40,176 - $44,954	381 Added 2.54%	15,380 $1.63 Million
Q2 2024 Aug 14, 2024	BUY	$93.69 - $101.79 $3,841 - $4,173	41 Added 0.27%	14,999 $1.47 Million
Q1 2024 May 13, 2024	BUY	$93.69 - $101.5 $26,420 - $28,623	282 Added 1.92%	14,958 $1.52 Million
Q4 2023 Feb 13, 2024	BUY	$81.22 - $100.75 $17,218 - $21,359	212 Added 1.47%	14,676 $1.46 Million
Q1 2023 May 10, 2023	BUY	$84.73 - $197.41 $612,767 - $1.43 Million	7,232 Added 100.0%	14,464 $1.28 Million
Q4 2022 Feb 06, 2023	BUY	$82.54 - $189.04 $8,996 - $20,605	109 Added 1.53%	7,232 $1.25 Million
Q1 2022 May 16, 2022	BUY	$93.89 - $106.99 $668,778 - $762,089	7,123 New	7,123 $1.41 Million

Others Institutions Holding VIOO

# of Institutions

356

Shares Held

14.6M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P SMALL CAP 600 ETF

Ticker VIOO
Sector ETFs
Industry ETFs

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Wescott Financial Advisory Group, LLC Vanguard S&P Small Cap 600 ETF Transaction History