Wells Financial Advisors Inc Vanguard Intermediate Term Cor Transaction History

Wells Financial Advisors Inc

  • $148 Million
  • Q2 2024

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Wells Financial Advisors Inc holds 8,493 shares of VCIT stock, worth $712,987. This represents 0.46% of its overall portfolio holdings.

Number of Shares
8,493
Previous 9,054 6.2%
Holding current value
$712,987
Previous $728,000 6.87%
% of portfolio
0.46%
Previous 0.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$77.99 - $80.49 $43,752 - $45,154
-561 Reduced 6.2%
8,493 $678,000
Q1 2024

May 13, 2024
BUY
$79.39 - $81.28 $18,180 - $18,613
229 Added 2.59%
9,054 $728,000
Q4 2023

Feb 12, 2024
SELL
$73.81 - $81.64 $60,893 - $67,353
-825 Reduced 8.55%
8,825 $717,000
Q3 2023

Oct 10, 2023
SELL
$75.83 - $79.4 $5,080 - $5,319
-67 Reduced 0.69%
9,650 $733,000
Q2 2023

Aug 07, 2023
BUY
$78.33 - $80.78 $761,132 - $784,939
9,717 New
9,717 $767,000

Others Institutions Holding VCIT

# of Institutions
1,129
Shares Held
468M
Call Options Held
42.6K
Put Options Held
700
View Full List

About VANGUARD INTERMEDIATE-TERM COR

VCIT Quotes by TradingView
  • Ticker VCIT
  • Sector ETFs
  • Industry ETFs
More about VCIT
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email