Wells Financial Advisors Inc Vanguard Intermediate Term Cor Transaction History

Wells Financial Advisors Inc

$71.1 Million
Q1 2025

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 4,256 shares of VCIT stock, worth $347,800. This represents 0.49% of its overall portfolio holdings.

Number of Shares

4,256

Previous 3,621 17.54%

Holding current value

$347,800

Previous $290,000 19.66%

% of portfolio

0.49%

Previous 0.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$79.17 - $82.04 $50,272 - $52,095	635 Added 17.54%	4,256 $347,000
Q4 2024 Feb 11, 2025	BUY	$80.13 - $83.77 $50,722 - $53,026	633 Added 21.18%	3,621 $290,000
Q3 2024 Nov 13, 2024	SELL	$79.29 - $84.02 $436,491 - $462,530	-5,505 Reduced 64.82%	2,988 $250,000
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

1,312

Shares Held

500M

Call Options Held

25.2K

Put Options Held

173K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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Wells Financial Advisors Inc Vanguard Intermediate Term Cor Transaction History