Wescott Financial Advisory Group, LLC Vanguard Star Fd Vanguard Tota Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 99,336 shares of VXUS stock, worth $6.25 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

99,336

Previous 90,448 9.83%

Holding current value

$6.25 Million

Previous $5.86 Million 0.03%

% of portfolio

0.68%

Previous 0.71%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$58.88 - $64.8 $523,325 - $575,942	8,888 Added 9.83%	99,336 $5.85 Million
Q3 2024 Nov 12, 2024	SELL	$58.03 - $65.37 $42,129 - $47,458	-726 Reduced 0.8%	90,448 $5.86 Million
Q2 2024 Aug 14, 2024	SELL	$57.86 - $62.21 $621,474 - $668,197	-10,741 Reduced 10.54%	91,174 $5.5 Million
Q1 2024 May 13, 2024	SELL	$55.74 - $60.35 $51,615 - $55,884	-926 Reduced 0.9%	101,915 $6.15 Million
Q4 2023 Feb 13, 2024	BUY	$51.06 - $57.96 $129,130 - $146,580	2,529 Added 2.52%	102,841 $5.96 Million
Q3 2023 Nov 09, 2023	BUY	$53.3 - $58.26 $25,797 - $28,197	484 Added 0.48%	100,312 $5.37 Million
Q2 2023 Aug 11, 2023	SELL	$54.28 - $57.76 $543,939 - $578,812	-10,021 Reduced 9.12%	99,828 $5.6 Million
Q1 2023 May 10, 2023	BUY	$52.07 - $56.74 $13,121 - $14,298	252 Added 0.23%	109,849 $6.06 Million
Q4 2022 Feb 06, 2023	BUY	$45.45 - $53.83 $197,843 - $234,321	4,353 Added 4.14%	109,597 $5.67 Million
Q3 2022 Nov 14, 2022	BUY	$45.75 - $54.53 $24,064 - $28,682	526 Added 0.5%	105,244 $4.82 Million
Q2 2022 Jul 28, 2022	SELL	$51.07 - $60.88 $108,574 - $129,430	-2,126 Reduced 1.99%	104,718 $5.41 Million
Q1 2022 May 16, 2022	BUY	$55.42 - $64.7 $5.68 Million - $6.63 Million	102,545 Added 2385.32%	106,844 $6.38 Million
Q4 2021 Jan 31, 2022	BUY	$61.51 - $66.09 $264,431 - $284,120	4,299 New	4,299 $273,000

Others Institutions Holding VXUS

# of Institutions

1,356

Shares Held

333M

Call Options Held

74.9K

Put Options Held

67.6K

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About VANGUARD STAR FD VANGUARD TOTA

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Wescott Financial Advisory Group, LLC Vanguard Star Fd Vanguard Tota Transaction History