Wells Financial Advisors Inc Vanguard Mid Cap Value Index F Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,200 shares of VOE stock, worth $199,380. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,200
Previous 1,215 1.23%
Holding current value
$199,380
Previous $182,000 10.44%
% of portfolio
0.27%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$149.02 - $167.67 $2,235 - $2,515
-15 Reduced 1.23%
1,200 $201,000
Q1 2024

May 13, 2024
SELL
$141.07 - $155.91 $18,339 - $20,268
-130 Reduced 9.67%
1,215 $189,000
Q4 2021

Feb 11, 2022
BUY
$140.47 - $150.69 $842 - $904
6 Added 0.45%
1,345 $202,000
Q2 2021

Aug 02, 2021
SELL
$136.19 - $145.71 $217,359 - $232,553
-1,596 Reduced 54.38%
1,339 $188,000
Q1 2021

May 12, 2021
BUY
$116.81 - $138.13 $144,143 - $170,452
1,234 Added 72.55%
2,935 $396,000
Q4 2020

Feb 11, 2021
BUY
$100.82 - $119.56 $171,494 - $203,371
1,701 New
1,701 $202,000

Others Institutions Holding VOE

# of Institutions
1,106
Shares Held
68M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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