Wescott Financial Advisory Group, LLC Vanguard Mid Cap ETF Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 23,720 shares of VO stock, worth $6.42 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

23,720

Previous 28,155 15.75%

Holding current value

$6.42 Million

Previous $7.43 Million 15.66%

% of portfolio

0.73%

Previous 0.9%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$261.5 - $284.63 $1.16 Million - $1.26 Million	-4,435 Reduced 15.75%	23,720 $6.27 Million
Q3 2024 Nov 12, 2024	SELL	$237.84 - $263.83 $400,522 - $444,289	-1,684 Reduced 5.64%	28,155 $7.43 Million
Q2 2024 Aug 14, 2024	SELL	$234.99 - $248.98 $200,211 - $212,130	-852 Reduced 2.78%	29,839 $7.22 Million
Q1 2024 May 13, 2024	SELL	$225.86 - $249.86 $484,695 - $536,199	-2,146 Reduced 6.54%	30,691 $7.67 Million
Q4 2023 Feb 13, 2024	SELL	$195.66 - $233.95 $81,981 - $98,025	-419 Reduced 1.26%	32,837 $7.64 Million
Q3 2023 Nov 09, 2023	SELL	$206.6 - $228.23 $104,952 - $115,940	-508 Reduced 1.5%	33,256 $6.93 Million
Q2 2023 Aug 11, 2023	SELL	$203.43 - $220.16 $1.04 Million - $1.12 Million	-5,101 Reduced 13.12%	33,764 $7.43 Million
Q1 2023 May 10, 2023	SELL	$200.2 - $225.98 $149,949 - $169,259	-749 Reduced 1.89%	38,865 $8.2 Million
Q4 2022 Feb 06, 2023	SELL	$186.57 - $217.26 $120,710 - $140,567	-647 Reduced 1.61%	39,614 $8.07 Million
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $299,076 - $361,825	1,591 Added 4.11%	40,261 $7.57 Million
Q2 2022 Jul 28, 2022	BUY	$190.36 - $240.41 $63,389 - $80,056	333 Added 0.87%	38,670 $7.62 Million
Q1 2022 May 16, 2022	BUY	$219.86 - $253.39 $8.43 Million - $9.71 Million	38,337 New	38,337 $9.12 Million

Others Institutions Holding VO

# of Institutions

2,291

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Account

Wescott Financial Advisory Group, LLC Vanguard Mid Cap ETF Transaction History