Wells Financial Advisors Inc Vanguard Index Fds S&P 500 ETF Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 2024
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 400 shares of VOO stock, worth $210,152. This represents 0.14% of its overall portfolio holdings.
Number of Shares
400
Previous 400
-0.0%
Holding current value
$210,152
Previous $192,000
4.17%
% of portfolio
0.14%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,001Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.5 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$12.1 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12.1 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11.1 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.5 Billion0.78% of portfolio