Wells Financial Advisors Inc Vanguard Small Cap Growth ETF Transaction History

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025

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 1,237 shares of VBK stock, worth $379,016. This represents 0.51% of its overall portfolio holdings.

Number of Shares
1,237
Previous 1,237 -0.0%
Holding current value
$379,016
Previous $342,000 7.6%
% of portfolio
0.51%
Previous 0.48%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$219.76 - $276.94 $17,361 - $21,878
-79 Reduced 6.0%
1,237 $342,000
Q4 2024

Feb 11, 2025
SELL
$264.18 - $304.19 $1,320 - $1,520
-5 Reduced 0.38%
1,316 $368,000
Q2 2024

Aug 09, 2024
SELL
$237.63 - $258.31 $76,279 - $82,917
-321 Reduced 19.55%
1,321 $330,000
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
$192.0 - $216.09 $16,320 - $18,367
-85 Reduced 5.6%
1,432 $287,000
Q3 2022

Nov 09, 2022
SELL
$192.77 - $237.17 $1,927 - $2,371
-10 Reduced 0.65%
1,517 $296,000
Q2 2022

Aug 10, 2022
SELL
$188.16 - $253.27 $1,881 - $2,532
-10 Reduced 0.65%
1,527 $301,000
Q1 2021

May 12, 2021
SELL
$262.76 - $302.04 $67,792 - $77,926
-258 Reduced 14.37%
1,537 $422,000
Q4 2020

Feb 11, 2021
BUY
$216.78 - $272.28 $389,120 - $488,742
1,795 New
1,795 $480,000

Others Institutions Holding VBK

# of Institutions
1,249
Shares Held
44.7M
Call Options Held
63.2K
Put Options Held
44.5K
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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