Wells Financial Advisors Inc Vanguard Small Cap ETF Transaction History

Wells Financial Advisors Inc

$71.4 Million
Q2 2025

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 10,458 shares of VB stock, worth $2.58 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

10,458

Previous 11,340 7.78%

Holding current value

$2.58 Million

Previous $2.51 Million 1.43%

% of portfolio

3.47%

Previous 3.54%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$193.73 - $237.37 $170,869 - $209,360	-882 Reduced 7.78%	10,458 $2.48 Million
Q1 2025 May 09, 2025	BUY	$217.89 - $252.64 $42,488 - $49,264	195 Added 1.75%	11,340 $2.51 Million
Q4 2024 Feb 11, 2025	SELL	$233.76 - $261.58 $325,160 - $363,857	-1,391 Reduced 11.1%	11,145 $2.68 Million
Q3 2024 Nov 13, 2024	SELL	$214.77 - $237.72 $2.8 Million - $3.1 Million	-13,053 Reduced 51.01%	12,536 $2.97 Million
Q2 2024 Aug 09, 2024	SELL	$210.76 - $226.94 $842,618 - $907,306	-3,998 Reduced 13.51%	25,589 $5.58 Million
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	$172.82 - $196.57 $618,349 - $703,327	-3,578 Reduced 7.91%	41,678 $7.65 Million
Q3 2022 Nov 09, 2022	SELL	$170.45 - $206.62 $386,921 - $469,027	-2,270 Reduced 4.78%	45,256 $7.74 Million
Q2 2022 Aug 10, 2022	SELL	$170.7 - $214.67 $3.34 Million - $4.2 Million	-19,582 Reduced 29.18%	47,526 $8.37 Million
Q1 2022 Apr 25, 2022	BUY	$198.73 - $227.97 $152,425 - $174,852	767 Added 1.16%	67,108 $14.3 Million
Q4 2021 Feb 11, 2022	BUY	$215.13 - $239.37 $4.48 Million - $4.99 Million	20,828 Added 45.76%	66,341 $15 Million
Q3 2021 Nov 10, 2021	BUY	$211.9 - $229.42 $147,270 - $159,446	695 Added 1.55%	45,513 $9.95 Million
Q2 2021 Aug 02, 2021	BUY	$211.77 - $228.05 $1,270 - $1,368	6 Added 0.01%	44,818 $10.1 Million
Q1 2021 May 12, 2021	BUY	$191.53 - $223.48 $5.83 Million - $6.8 Million	30,419 Added 211.35%	44,812 $9.59 Million
Q4 2020 Feb 11, 2021	BUY	$156.0 - $196.91 $2.25 Million - $2.83 Million	14,393 New	14,393 $2.8 Million

Others Institutions Holding VB

# of Institutions

2,375

Shares Held

168M

Call Options Held

78.1K

Put Options Held

52.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Account

Wells Financial Advisors Inc Vanguard Small Cap ETF Transaction History