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Wescott Financial Advisory Group, LLC Buys Dimensional International Value ETF, Annovis Bio Inc, Vanguard Total Bond Market ETF, Sells Goldman Sachs Group Inc, Fidelity MSCI Real Estate Index ETF, Metromile Inc

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Oct 29, 2021
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Investment company Wescott Financial Advisory Group, LLC (Current Portfolio) buys Dimensional International Value ETF, Annovis Bio Inc, Vanguard Total Bond Market ETF, JPMorgan Chase, Payoneer Global Inc, sells Goldman Sachs Group Inc, Fidelity MSCI Real Estate Index ETF, Metromile Inc, ESS U.S.Global Jets ETF, Thermo Fisher Scientific Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Wescott Financial Advisory Group, LLC. As of 2021Q3, Wescott Financial Advisory Group, LLC owns 69 stocks with a total value of $177 million. These are the details of the buys and sells.

For the details of Wescott Financial Advisory Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wescott+financial+advisory+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Wescott Financial Advisory Group, LLC
  1. PowerShares QQQ Trust Ser 1 (QQQ) - 124,331 shares, 25.17% of the total portfolio. Shares reduced by 0.53%
  2. iShares Russell Mid-Cap Value ETF (IWS) - 265,223 shares, 16.99% of the total portfolio. Shares reduced by 0.6%
  3. iShares Russell 1000 ETF (IWB) - 116,945 shares, 15.98% of the total portfolio. Shares reduced by 0.63%
  4. Dimensional International Value ETF (DFIV) - 338,314 shares, 6.26% of the total portfolio. New Position
  5. Apple Inc (AAPL) - 53,360 shares, 4.27% of the total portfolio. Shares reduced by 0.29%
New Purchase: Dimensional International Value ETF (DFIV)

Wescott Financial Advisory Group, LLC initiated holding in Dimensional International Value ETF. The purchase prices were between $32.07 and $33.47, with an estimated average price of $32.96. The stock is now traded at around $33.873900. The impact to a portfolio due to this purchase was 6.26%. The holding were 338,314 shares as of 2021-09-30.

New Purchase: Annovis Bio Inc (ANVS)

Wescott Financial Advisory Group, LLC initiated holding in Annovis Bio Inc. The purchase prices were between $30.95 and $120.97, with an estimated average price of $57.77. The stock is now traded at around $26.520000. The impact to a portfolio due to this purchase was 0.75%. The holding were 41,607 shares as of 2021-09-30.

New Purchase: Vanguard Total Bond Market ETF (BND)

Wescott Financial Advisory Group, LLC initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $85.32 and $86.58, with an estimated average price of $86.06. The stock is now traded at around $85.380000. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,048 shares as of 2021-09-30.

New Purchase: JPMorgan Chase & Co (JPM)

Wescott Financial Advisory Group, LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $146.97 and $166.98, with an estimated average price of $156.81. The stock is now traded at around $169.890000. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,079 shares as of 2021-09-30.

New Purchase: Payoneer Global Inc (PAYO)

Wescott Financial Advisory Group, LLC initiated holding in Payoneer Global Inc. The purchase prices were between $8.44 and $10.75, with an estimated average price of $9.73. The stock is now traded at around $7.550000. The impact to a portfolio due to this purchase was 0.17%. The holding were 34,954 shares as of 2021-09-30.

New Purchase: Vanguard Total Stock Market ETF (VTI)

Wescott Financial Advisory Group, LLC initiated holding in Vanguard Total Stock Market ETF. The purchase prices were between $218.54 and $233.63, with an estimated average price of $227.38. The stock is now traded at around $236.910000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,210 shares as of 2021-09-30.

Sold Out: Fidelity MSCI Real Estate Index ETF (FREL)

Wescott Financial Advisory Group, LLC sold out a holding in Fidelity MSCI Real Estate Index ETF. The sale prices were between $30.34 and $32.88, with an estimated average price of $31.48.

Sold Out: Metromile Inc (MILE)

Wescott Financial Advisory Group, LLC sold out a holding in Metromile Inc. The sale prices were between $3.55 and $9.22, with an estimated average price of $5.68.

Sold Out: ESS U.S.Global Jets ETF (JETS)

Wescott Financial Advisory Group, LLC sold out a holding in ESS U.S.Global Jets ETF. The sale prices were between $21.57 and $24.62, with an estimated average price of $23.06.

Sold Out: Thermo Fisher Scientific Inc (TMO)

Wescott Financial Advisory Group, LLC sold out a holding in Thermo Fisher Scientific Inc. The sale prices were between $509.53 and $609.78, with an estimated average price of $548.6.

Sold Out: Shift Technologies Inc (SFT)

Wescott Financial Advisory Group, LLC sold out a holding in Shift Technologies Inc. The sale prices were between $6.94 and $9.33, with an estimated average price of $8.02.



Here is the complete portfolio of Wescott Financial Advisory Group, LLC. Also check out:

1. Wescott Financial Advisory Group, LLC's Undervalued Stocks
2. Wescott Financial Advisory Group, LLC's Top Growth Companies, and
3. Wescott Financial Advisory Group, LLC's High Yield stocks
4. Stocks that Wescott Financial Advisory Group, LLC keeps buying
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