Wells Financial Advisors Inc Vanguard World Fd Esg Intl Stk Transaction History

Wells Financial Advisors Inc

$71.1 Million
Q1 2025

A detailed history of Wells Financial Advisors Inc transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Wells Financial Advisors Inc holds 500 shares of VSGX stock, worth $31,790. This represents 0.04% of its overall portfolio holdings.

Number of Shares

500

Previous 500 -0.0%

Holding current value

$31,790

Previous $28,000 3.57%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$55.06 - $62.25 $6,331 - $7,158	-115 Reduced 18.7%	500 $30,000
Q2 2023 Aug 07, 2023	BUY	$51.68 - $54.7 $13,230 - $14,003	256 Added 71.31%	615 $32,000
Q4 2022 Feb 03, 2023	BUY	$43.1 - $51.11 $10,731 - $12,726	249 Added 226.36%	359 $17,000
Q2 2022 Aug 10, 2022	BUY	$48.34 - $58.27 $386 - $466	8 Added 7.84%	110 $5,000
Q1 2022 Apr 25, 2022	SELL	$53.11 - $62.8 $21,244 - $25,120	-400 Reduced 79.68%	102 $6,000
Q4 2021 Feb 11, 2022	BUY	$60.05 - $64.51 $2,462 - $2,644	41 Added 8.89%	502 $31,000
Q2 2021 Aug 02, 2021	BUY	$61.69 - $65.78 $25,169 - $26,838	408 Added 769.81%	461 $30,000
Q4 2020 Feb 11, 2021	BUY	$50.72 - $59.51 $2,688 - $3,154	53 New	53 $3,000

Others Institutions Holding VSGX

# of Institutions

383

Shares Held

19.6M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG INTL STK

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Wells Financial Advisors Inc Vanguard World Fd Esg Intl Stk Transaction History