Wells Financial Advisors Inc Vanguard Mid Cap ETF Transaction History

Wells Financial Advisors Inc

$71.1 Million
Q1 2025

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 9,195 shares of VO stock, worth $2.48 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares

9,195

Previous 9,008 2.08%

Holding current value

$2.48 Million

Previous $2.38 Million 0.04%

% of portfolio

3.35%

Previous 3.28%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$251.87 - $277.95 $47,099 - $51,976	187 Added 2.08%	9,195 $2.38 Million
Q4 2024 Feb 11, 2025	SELL	$261.5 - $284.63 $376,298 - $409,582	-1,439 Reduced 13.77%	9,008 $2.38 Million
Q3 2024 Nov 13, 2024	SELL	$237.84 - $263.83 $4.53 Million - $5.03 Million	-19,055 Reduced 64.59%	10,447 $2.76 Million
Q2 2024 Aug 09, 2024	SELL	$234.99 - $248.98 $1.34 Million - $1.42 Million	-5,706 Reduced 16.21%	29,502 $7.14 Million
Q1 2024 May 13, 2024	SELL	$225.86 - $249.86 $78,373 - $86,701	-347 Reduced 0.98%	35,208 $8.8 Million
Q4 2023 Feb 12, 2024	SELL	$195.66 - $233.95 $101,547 - $121,420	-519 Reduced 1.44%	35,555 $8.27 Million
Q3 2023 Oct 10, 2023	BUY	$206.6 - $228.23 $4,958 - $5,477	24 Added 0.07%	36,074 $7.51 Million
Q2 2023 Aug 07, 2023	SELL	$203.43 - $220.16 $90,119 - $97,530	-443 Reduced 1.21%	36,050 $7.94 Million
Q1 2023 May 03, 2023	SELL	$200.2 - $225.98 $64,464 - $72,765	-322 Reduced 0.87%	36,493 $7.7 Million
Q4 2022 Feb 03, 2023	SELL	$186.57 - $217.26 $639,188 - $744,332	-3,426 Reduced 8.51%	36,815 $7.5 Million
Q3 2022 Nov 09, 2022	SELL	$187.98 - $227.42 $319,566 - $386,614	-1,700 Reduced 4.05%	40,241 $7.57 Million
Q2 2022 Aug 10, 2022	SELL	$190.36 - $240.41 $15,799 - $19,954	-83 Reduced 0.2%	41,941 $8.26 Million
Q1 2022 Apr 25, 2022	BUY	$219.86 - $253.39 $93,220 - $107,437	424 Added 1.02%	42,024 $10 Million
Q4 2021 Feb 11, 2022	BUY	$236.98 - $261.2 $505,478 - $557,139	2,133 Added 5.4%	41,600 $10.6 Million
Q3 2021 Nov 10, 2021	BUY	$229.88 - $249.8 $94,250 - $102,418	410 Added 1.05%	39,467 $9.34 Million
Q2 2021 Aug 02, 2021	SELL	$223.23 - $238.25 $1,785 - $1,906	-8 Reduced 0.02%	39,057 $9.27 Million
Q1 2021 May 12, 2021	BUY	$203.74 - $225.89 $5.96 Million - $6.61 Million	29,249 Added 297.97%	39,065 $8.65 Million
Q4 2020 Feb 11, 2021	BUY	$176.14 - $208.21 $1.73 Million - $2.04 Million	9,816 New	9,816 $2.03 Million

Others Institutions Holding VO

# of Institutions

2,350

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

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About VANGUARD MID-CAP ETF

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Wells Financial Advisors Inc Vanguard Mid Cap ETF Transaction History