Wells Financial Advisors Inc Vanguard Mega Cap Value Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 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 $2.99 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares
22,965
Previous 22,965 -0.0%
Holding current value
$2.99 Million
Previous $2.72 Million 8.23%
% of portfolio
4.03%
Previous 1.84%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$113.61 - $120.34 $43,171 - $45,729
-380 Reduced 1.63%
22,965 $2.72 Million
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
$90.82 - $106.81 $9,626 - $11,321
106 Added 0.46%
23,360 $2.4 Million
Q3 2022

Nov 09, 2022
SELL
$89.91 - $103.89 $449,550 - $519,450
-5,000 Reduced 17.7%
23,254 $2.09 Million
Q2 2022

Aug 10, 2022
BUY
$93.26 - $109.21 $31,148 - $36,476
334 Added 1.2%
28,254 $2.72 Million
Q1 2022

Apr 25, 2022
SELL
$101.98 - $109.31 $20,396 - $21,862
-200 Reduced 0.71%
27,920 $3 Million
Q4 2021

Feb 11, 2022
BUY
$98.51 - $106.97 $32,508 - $35,300
330 Added 1.19%
28,120 $3 Million
Q3 2021

Nov 10, 2021
BUY
$97.85 - $103.45 $502,948 - $531,733
5,140 Added 22.69%
27,790 $2.72 Million
Q2 2021

Aug 02, 2021
SELL
$95.62 - $101.99 $24,191 - $25,803
-253 Reduced 1.1%
22,650 $2.26 Million
Q1 2021

May 12, 2021
SELL
$85.78 - $95.86 $212,562 - $237,541
-2,478 Reduced 9.76%
22,903 $2.18 Million
Q4 2020

Feb 11, 2021
BUY
$74.22 - $86.87 $1.88 Million - $2.2 Million
25,381 New
25,381 $2.2 Million

Others Institutions Holding MGV

# of Institutions
451
Shares Held
47.7M
Call Options Held
10.6K
Put Options Held
300
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
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