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 $348,980. This represents 0.45% of its overall portfolio holdings.

Number of Shares
1,356
Previous 1,356 -0.0%
Holding current value
$348,980
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

About VANGUARD MID-CAP GROWTH INDEX


  • 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.