Wells Financial Advisors Inc Vanguard Small Cap Value ETF Transaction History

Wells Financial Advisors Inc

  • $143 Million
  • Q1 2024

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,763 shares of VBR stock, worth $320,037. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,763
Previous 1,763 -0.0%
Holding current value
$320,037
Previous $317,000 6.62%
% of portfolio
0.24%
Previous 0.23%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 03, 2023
SELL
$156.49 - $169.54 $46,947 - $50,862
-300 Reduced 14.54%
1,763 $279,000
Q3 2022

Nov 09, 2022
BUY
N/A
1 Added 0.05%
2,063 $296,000
Q2 2022

Aug 10, 2022
SELL
N/A
-1 Reduced 0.05%
2,062 $309,000
Q1 2022

Apr 25, 2022
SELL
N/A
-250 Reduced 10.81%
2,063 $363,000
Q4 2021

Feb 11, 2022
BUY
N/A
562 Added 32.1%
2,313 $414,000
Q3 2021

Nov 10, 2021
SELL
N/A
-1 Reduced 0.06%
1,751 $296,000
Q2 2021

Aug 02, 2021
SELL
N/A
-1,276 Reduced 42.14%
1,752 $304,000
Q1 2021

May 12, 2021
BUY
N/A
977 Added 47.64%
3,028 $502,000
Q4 2020

Feb 11, 2021
BUY
N/A
2,051 New
2,051 $292,000

Others Institutions Holding VBR

# of Institutions
1,446
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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