Wells Financial Advisors Inc Vanguard Dividend Appreciation Transaction History
Wells Financial Advisors Inc
- $72.4 Million
- Q4 2024
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wells Financial Advisors Inc holds 5,002 shares of VIG stock, worth $911,114. This represents 1.26% of its overall portfolio holdings.
Number of Shares
5,002
Previous 5,300
5.62%
Holding current value
$911,114
Previous $965,000
5.6%
% of portfolio
1.26%
Previous 1.32%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,484Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio