Wells Financial Advisors Inc Vanguard Dividend Appreciation Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 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 1.32% of its overall portfolio holdings.

Number of Shares
5,300
Previous 5,300 -0.0%
Holding current value
$965,395
Previous $967,000 0.21%
% of portfolio
1.32%
Previous 0.65%

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
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email