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

Wells Financial Advisors Inc

  • $143 Million
  • Q1 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 1,215 shares of VOE stock, worth $181,642. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,215
Previous 1,345 9.67%
Holding current value
$181,642
Previous $195,000 3.08%
% of portfolio
0.13%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
6 Added 0.45%
1,345 $202,000
Q2 2021

Aug 02, 2021
SELL
N/A
-1,596 Reduced 54.38%
1,339 $188,000
Q1 2021

May 12, 2021
BUY
N/A
1,234 Added 72.55%
2,935 $396,000
Q4 2020

Feb 11, 2021
BUY
N/A
1,701 New
1,701 $202,000

Others Institutions Holding VOE

# of Institutions
1,026
Shares Held
65.7M
Call Options Held
40.7K
Put Options Held
1.3K
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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