Wells Financial Advisors Inc Vanguard Small Cap ETF Transaction History

Wells Financial Advisors Inc

  • $143 Million
  • Q1 2024

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 29,587 shares of VB stock, worth $6.42 Million. This represents 4.74% of its overall portfolio holdings.

Number of Shares
29,587
Previous 30,419 2.74%
Holding current value
$6.42 Million
Previous $6.49 Million 4.22%
% of portfolio
4.74%
Previous 4.71%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$204.0 - $228.59 $169,728 - $190,186
-832 Reduced 2.74%
29,587 $6.76 Million
Q4 2023

Feb 12, 2024
BUY
$175.26 - $215.9 $185,600 - $228,638
1,059 Added 3.61%
30,419 $6.49 Million
Q3 2023

Oct 10, 2023
SELL
$186.24 - $208.75 $11,733 - $13,151
-63 Reduced 0.21%
29,360 $5.55 Million
Q2 2023

Aug 07, 2023
SELL
$181.26 - $198.89 $2.18 Million - $2.39 Million
-12,023 Reduced 29.01%
29,423 $5.85 Million
Q1 2023

May 03, 2023
SELL
$179.51 - $208.76 $41,646 - $48,432
-232 Reduced 0.56%
41,446 $7.86 Million
Q4 2022

Feb 03, 2023
SELL
$179.99 - $196.57 $644,004 - $703,327
-3,578 Reduced 7.91%
41,678 $7.65 Million
Q3 2022

Nov 09, 2022
SELL
N/A
-2,270 Reduced 4.78%
45,256 $7.74 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-19,582 Reduced 29.18%
47,526 $8.37 Million
Q1 2022

Apr 25, 2022
BUY
N/A
767 Added 1.16%
67,108 $14.3 Million
Q4 2021

Feb 11, 2022
BUY
N/A
20,828 Added 45.76%
66,341 $15 Million
Q3 2021

Nov 10, 2021
BUY
N/A
695 Added 1.55%
45,513 $9.95 Million
Q2 2021

Aug 02, 2021
BUY
N/A
6 Added 0.01%
44,818 $10.1 Million
Q1 2021

May 12, 2021
BUY
N/A
30,419 Added 211.35%
44,812 $9.59 Million
Q4 2020

Feb 11, 2021
BUY
N/A
14,393 New
14,393 $2.8 Million

Others Institutions Holding VB

# of Institutions
1,970
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
View Full List

About VANGUARD SMALL-CAP ETF

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