Wells Fargo & Company Vanguard Dividend Appreciation Put Options Transaction History

Wells Fargo & Company

$407 Billion
Q2 2024

Put Options

8 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$150.16 - $171.16 $450,480 - $513,480	3,000 Added 3000.0%	3,100 $528,000
Q3 2023 Nov 13, 2023	SELL	$155.38 - $166.95 $264,146 - $283,815	-1,700 Reduced 94.44%	100 $15,000
Q2 2023 Aug 15, 2023	BUY	$152.74 - $162.43 $259,658 - $276,131	1,700 Added 1700.0%	1,800 $292,000
Q1 2023 May 12, 2023	SELL	$147.24 - $158.33 $191,412 - $205,829	-1,300 Reduced 92.86%	100 $15,000
Q4 2022 Feb 13, 2023	BUY	$144.84 - $158.71 $188,292 - $206,323	1,300 Added 1300.0%	1,400 $212,000
Q3 2022 Nov 14, 2022	SELL	N/A	-200 Reduced 66.67%	100 $14,000
Q2 2022 Aug 12, 2022	BUY	N/A	200 Added 200.0%	300 $43,000
Q1 2020 May 14, 2020	BUY	N/A	100 New	100 $2,000

Others Institutions Holding VIG

# of Institutions

2,250

Shares Held

204M

Call Options Held

463K

Put Options Held

229K

Bank Of America Corp Charlotte, NC

21.7M
Shares

$3.94 Billion
0.35% of portfolio
Morgan Stanley New York, NY

11.9M
Shares

$2.17 Billion
0.17% of portfolio
Vanguard Group Inc Valley Forge, PA

8.99M
Shares

$1.64 Billion
0.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

8.78M
Shares

$1.6 Billion
0.34% of portfolio
Wealthfront Advisers LLC

6.74M
Shares

$1.23 Billion
4.15% of portfolio

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Fargo & Company, based on Form 13F filings with the SEC.

News

Stay updated on Wells Fargo & Company with notifications on news.