Wells Financial Advisors Inc Vanguard Mega Cap Value Transaction History

Wells Financial Advisors Inc

$143 Million
Q1 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 23,345 shares of MGV stock, worth $2.77 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

23,345

Previous 23,360 0.06%

Holding current value

$2.77 Million

Previous $2.55 Million 9.2%

% of portfolio

1.95%

Previous 1.86%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$108.33 - $119.51 $1,624 - $1,792	-15 Reduced 0.06%	23,345 $2.79 Million
Q4 2022 Feb 03, 2023	BUY	$98.95 - $106.81 $10,488 - $11,321	106 Added 0.46%	23,360 $2.4 Million
Q3 2022 Nov 09, 2022	SELL	N/A	-5,000 Reduced 17.7%	23,254 $2.09 Million
Q2 2022 Aug 10, 2022	BUY	N/A	334 Added 1.2%	28,254 $2.72 Million
Q1 2022 Apr 25, 2022	SELL	N/A	-200 Reduced 0.71%	27,920 $3 Million

Q4 2021 Feb 11, 2022	BUY	N/A	330 Added 1.19%	28,120 $3 Million
Q3 2021 Nov 10, 2021	BUY	N/A	5,140 Added 22.69%	27,790 $2.72 Million
Q2 2021 Aug 02, 2021	SELL	N/A	-253 Reduced 1.1%	22,650 $2.26 Million
Q1 2021 May 12, 2021	SELL	N/A	-2,478 Reduced 9.76%	22,903 $2.18 Million
Q4 2020 Feb 11, 2021	BUY	N/A	25,381 New	25,381 $2.2 Million

Others Institutions Holding MGV

# of Institutions

387

Shares Held

44.4M

Call Options Held

55.5K

Put Options Held

200

View Full List

About VANGUARD MEGA CAP VALUE

Ticker MGV
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Wells Financial Advisors Inc Vanguard Mega Cap Value Transaction History