Wells Financial Advisors Inc Vanguard Small Cap Growth ETF Transaction History

Wells Financial Advisors Inc

  • $143 Million
  • Q1 2024

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,642 shares of VBK stock, worth $408,332. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,642
Previous 1,642 -0.0%
Holding current value
$408,332
Previous $396,000 8.08%
% of portfolio
0.3%
Previous 0.29%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024
BUY
$196.36 - $245.46 $45,162 - $56,455
230 Added 16.29%
1,642 $396,000
Q1 2023

May 03, 2023
SELL
$198.77 - $233.54 $3,975 - $4,670
-20 Reduced 1.4%
1,412 $305,000
Q4 2022

Feb 03, 2023
SELL
$195.34 - $216.09 $16,603 - $18,367
-85 Reduced 5.6%
1,432 $287,000
Q3 2022

Nov 09, 2022
SELL
N/A
-10 Reduced 0.65%
1,517 $296,000
Q2 2022

Aug 10, 2022
SELL
N/A
-10 Reduced 0.65%
1,527 $301,000
Q1 2021

May 12, 2021
SELL
N/A
-258 Reduced 14.37%
1,537 $422,000
Q4 2020

Feb 11, 2021
BUY
N/A
1,795 New
1,795 $480,000

Others Institutions Holding VBK

# of Institutions
1,066
Shares Held
39.7M
Call Options Held
45.9K
Put Options Held
17.7K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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