Wells Financial Advisors Inc Vanguard Mid Cap ETF Transaction History
Wells Financial Advisors Inc
- $72.4 Million
- Q4 2024
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 9,008 shares of VO stock, worth $2.44 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
9,008
Previous 10,447
13.77%
Holding current value
$2.44 Million
Previous $2.76 Million
13.68%
% of portfolio
3.28%
Previous 3.77%
Shares
17 transactions
Others Institutions Holding VO
# of Institutions
2,294Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio