Wescott Financial Advisory Group, LLC Vanguard Large 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 Large Cap ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,374 shares of VV stock, worth $923,497. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,374
Previous 3,353 0.63%
Holding current value
$923,497
Previous $882,000 3.06%
% of portfolio
0.11%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$260.27 - $280.65 $5,465 - $5,893
21 Added 0.63%
3,374 $909,000
Q3 2024

Nov 12, 2024
SELL
$236.92 - $263.4 $20,375 - $22,652
-86 Reduced 2.5%
3,353 $882,000
Q1 2024

May 13, 2024
BUY
$214.62 - $240.49 $2,575 - $2,885
12 Added 0.35%
3,439 $824,000
Q4 2023

Feb 13, 2024
BUY
$188.0 - $219.17 $2,632 - $3,068
14 Added 0.41%
3,427 $747,000
Q3 2023

Nov 09, 2023
SELL
$195.09 - $209.59 $25,556 - $27,456
-131 Reduced 3.7%
3,413 $667,000
Q2 2023

Aug 11, 2023
BUY
$184.38 - $202.72 $2,396 - $2,635
13 Added 0.37%
3,544 $718,000
Q1 2023

May 10, 2023
SELL
$172.79 - $190.36 $35,421 - $39,023
-205 Reduced 5.49%
3,531 $659,000
Q4 2022

Feb 06, 2023
BUY
$162.98 - $185.93 $2,770 - $3,160
17 Added 0.46%
3,736 $650,000
Q3 2022

Nov 14, 2022
BUY
$163.56 - $196.95 $2,616 - $3,151
16 Added 0.43%
3,719 $608,000
Q2 2022

Jul 28, 2022
BUY
$167.29 - $210.78 $2,509 - $3,161
15 Added 0.41%
3,703 $638,000
Q1 2022

May 16, 2022
BUY
$191.25 - $221.63 $705,330 - $817,371
3,688 New
3,688 $769,000

Others Institutions Holding VV

# of Institutions
1,272
Shares Held
104M
Call Options Held
40K
Put Options Held
41.2K
View Full List

About VANGUARD LARGE-CAP ETF

VV Quotes by TradingView
  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
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