Wells Financial Advisors Inc Vanguard Mid Cap Growth Index Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,356 shares of VOT stock, worth $364,479. This represents 0.45% of its overall portfolio holdings.

Number of Shares
1,356
Previous 1,356 -0.0%
Holding current value
$364,479
Previous $311,000 6.11%
% of portfolio
0.45%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 09, 2022
SELL
$170.12 - $208.72 $2,551 - $3,130
-15 Reduced 1.09%
1,356 $231,000
Q2 2022

Aug 10, 2022
SELL
$167.96 - $227.2 $1,679 - $2,272
-10 Reduced 0.72%
1,371 $240,000
Q1 2021

May 12, 2021
SELL
$204.75 - $230.34 $64,905 - $73,017
-317 Reduced 18.67%
1,381 $296,000
Q4 2020

Feb 11, 2021
BUY
$178.76 - $215.29 $303,534 - $365,562
1,698 New
1,698 $360,000

Others Institutions Holding VOT

# of Institutions
999
Shares Held
40.1M
Call Options Held
26.7K
Put Options Held
5.6K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email