Wells Financial Advisors Inc Vanguard Intermediate Term Cor Transaction History

Wells Financial Advisors Inc

$72.4 Million
Q4 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 3,621 shares of VCIT stock, worth $297,066. This represents 0.4% of its overall portfolio holdings.

Number of Shares

3,621

Previous 2,988 21.18%

Holding current value

$297,066

Previous $250,000 16.0%

% of portfolio

0.4%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,270

Shares Held

493M

Call Options Held

29K

Put Options Held

7.8K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
Sector ETFs
Industry ETFs

More about VCIT

Track This Portfolio

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.

Account

Wells Financial Advisors Inc Vanguard Intermediate Term Cor Transaction History