Wells Financial Advisors Inc Vanguard Transaction History

Wells Financial Advisors Inc

$143 Million
Q1 2024

A detailed history of Wells Financial Advisors Inc transactions in Vanguard stock. As of the latest transaction made, Wells Financial Advisors Inc holds 184,826 shares of VGSH stock, worth $10.7 Million. This represents 7.52% of its overall portfolio holdings.

Number of Shares

184,826

Previous 189,569 2.5%

Holding current value

$10.7 Million

Previous $11.1 Million 2.94%

% of portfolio

7.52%

Previous 8.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$57.88 - $58.54 $274,524 - $277,655	-4,743 Reduced 2.5%	184,826 $10.7 Million
Q4 2023 Feb 12, 2024	SELL	$57.34 - $58.41 $348,627 - $355,132	-6,080 Reduced 3.11%	189,569 $11.1 Million
Q3 2023 Oct 10, 2023	SELL	$57.47 - $57.91 $142,985 - $144,080	-2,488 Reduced 1.26%	195,649 $11.3 Million
Q2 2023 Aug 07, 2023	BUY	$57.72 - $58.69 $4.47 Million - $4.55 Million	77,464 Added 64.19%	198,137 $11.4 Million
Q1 2023 May 03, 2023	SELL	$57.32 - $58.77 $215,867 - $221,327	-3,766 Reduced 3.03%	120,673 $7.06 Million

Q4 2022 Feb 03, 2023	BUY	$57.38 - $58.13 $7 Million - $7.09 Million	121,984 Added 4968.8%	124,439 $7.2 Million
Q3 2022 Nov 09, 2022	BUY	N/A	2,455 New	2,455 $142,000

Others Institutions Holding VGSH

# of Institutions

886

Shares Held

240M

Call Options Held

39.3K

Put Options Held

58.6K

View Full List

About VANGUARD

Ticker VGSH
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Wells Financial Advisors Inc Vanguard Transaction History