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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
N/A
-298 Reduced 5.62%
5,002 $911,000
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
2,484
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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