Wells Financial Advisors Inc Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,251 shares of VBR stock, worth $250,425. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,251
Previous 1,353 7.54%
Holding current value
$250,425
Previous $252,000 3.57%
% of portfolio
0.34%
Previous 0.35%

Shares

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

Jul 25, 2025
SELL
$162.76 - $195.77 $16,601 - $19,968
-102 Reduced 7.54%
1,251 $243,000
Q4 2024

Feb 11, 2025
SELL
$197.36 - $217.3 $5,920 - $6,519
-30 Reduced 2.17%
1,353 $268,000
Q3 2024

Nov 13, 2024
SELL
$179.99 - $201.6 $2,699 - $3,024
-15 Reduced 1.07%
1,383 $277,000
Q2 2024

Aug 09, 2024
SELL
$177.65 - $191.11 $64,842 - $69,755
-365 Reduced 20.7%
1,398 $255,000
Q4 2022

Feb 03, 2023
SELL
$147.25 - $169.54 $44,175 - $50,862
-300 Reduced 14.54%
1,763 $279,000
Q3 2022

Nov 09, 2022
BUY
$143.4 - $172.87 $143 - $172
1 Added 0.05%
2,063 $296,000
Q2 2022

Aug 10, 2022
SELL
$146.67 - $178.24 $146 - $178
-1 Reduced 0.05%
2,062 $309,000
Q1 2022

Apr 25, 2022
SELL
$165.62 - $182.58 $41,405 - $45,645
-250 Reduced 10.81%
2,063 $363,000
Q4 2021

Feb 11, 2022
BUY
$168.72 - $185.72 $94,820 - $104,374
562 Added 32.1%
2,313 $414,000
Q3 2021

Nov 10, 2021
SELL
$162.66 - $175.73 $162 - $175
-1 Reduced 0.06%
1,751 $296,000
Q2 2021

Aug 02, 2021
SELL
$166.46 - $180.76 $212,402 - $230,649
-1,276 Reduced 42.14%
1,752 $304,000
Q1 2021

May 12, 2021
BUY
$139.89 - $172.72 $136,672 - $168,747
977 Added 47.64%
3,028 $502,000
Q4 2020

Feb 11, 2021
BUY
$111.89 - $142.79 $229,486 - $292,862
2,051 New
2,051 $292,000

Others Institutions Holding VBR

# of Institutions
1,733
Shares Held
93.2M
Call Options Held
42.9K
Put Options Held
7K
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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