Wells Financial Advisors Inc Vanguard Dividend Appreciation Transaction History

Wells Financial Advisors Inc

  • $143 Million
  • Q1 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 5,300 shares of VIG stock, worth $965,395. This represents 0.68% of its overall portfolio holdings.

Number of Shares
5,300
Previous 5,300 -0.0%
Holding current value
$965,395
Previous $903,000 7.09%
% of portfolio
0.68%
Previous 0.66%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 09, 2022
BUY
N/A
100 Added 1.92%
5,300 $716,000
Q4 2020

Feb 11, 2021
BUY
N/A
5,200 New
5,200 $734,000

Others Institutions Holding VIG

# of Institutions
2,137
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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