Wells Financial Advisors Inc Vanguard Mega Cap Value Transaction History
Wells Financial Advisors Inc
- $72.4 Million
- Q4 2024
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Wells Financial Advisors Inc holds 22,965 shares of MGV stock, worth $2.95 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
22,965
Previous 22,965
-0.0%
Holding current value
$2.95 Million
Previous $2.95 Million
2.61%
% of portfolio
3.96%
Previous 4.03%
Shares
11 transactions
Others Institutions Holding MGV
# of Institutions
485Shares Held
75.1MCall Options Held
2.5KPut Options Held
400-
Wealthfront Advisers LLC27.2MShares$3.49 Billion2.82% of portfolio
-
Assetmark, Inc14.3MShares$1.84 Billion4.92% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$497 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.84MShares$365 Million0.03% of portfolio
-
Ubs Group Ag1.77MShares$227 Million0.04% of portfolio