Wells Financial Advisors Inc Vanguard Transaction History

Wells Financial Advisors Inc

$71.1 Million
Q1 2025

A detailed history of Wells Financial Advisors Inc transactions in Vanguard stock. As of the latest transaction made, Wells Financial Advisors Inc holds 52,068 shares of VGSH stock, worth $3.06 Million. This represents 4.3% of its overall portfolio holdings.

Number of Shares

52,068

Previous 53,367 2.43%

Holding current value

$3.06 Million

Previous $3.1 Million 1.58%

% of portfolio

4.3%

Previous 4.28%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$58.07 - $58.69 $75,432 - $76,238	-1,299 Reduced 2.43%	52,068 $3.06 Million
Q4 2024 Feb 11, 2025	SELL	$58.02 - $58.88 $175,278 - $177,876	-3,021 Reduced 5.36%	53,367 $3.1 Million
Q3 2024 Nov 13, 2024	SELL	$57.74 - $59.13 $6.18 Million - $6.33 Million	-107,085 Reduced 65.51%	56,388 $3.33 Million
Q2 2024 Aug 09, 2024	SELL	$57.55 - $58.0 $1.23 Million - $1.24 Million	-21,353 Reduced 11.55%	163,473 $9.48 Million
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	$57.67 - $59.08 $141,579 - $145,041	2,455 New	2,455 $142,000

Others Institutions Holding VGSH

# of Institutions

1,027

Shares Held

272M

Call Options Held

6.2K

Put Options Held

400

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

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 Transaction History