Wells Financial Advisors Inc Vanguard Value ETF Transaction History

Wells Financial Advisors Inc

$71.1 Million
Q1 2025

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Value ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 13,402 shares of VTV stock, worth $2.39 Million. This represents 3.26% of its overall portfolio holdings.

Number of Shares

13,402

Previous 12,557 6.73%

Holding current value

$2.39 Million

Previous $2.13 Million 8.94%

% of portfolio

3.26%

Previous 2.93%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$167.73 - $179.21 $141,731 - $151,432	845 Added 6.73%	13,402 $2.32 Million
Q4 2024 Feb 11, 2025	SELL	$168.32 - $181.87 $89,041 - $96,209	-529 Reduced 4.04%	12,557 $2.13 Million
Q3 2024 Nov 13, 2024	SELL	$159.75 - $174.57 $76,680 - $83,793	-480 Reduced 3.54%	13,086 $2.28 Million
Q2 2024 Aug 09, 2024	SELL	$154.57 - $163.65 $123,037 - $130,265	-796 Reduced 5.54%	13,566 $2.18 Million
Q1 2024 May 13, 2024	SELL	$147.46 - $162.86 $8,110 - $8,957	-55 Reduced 0.38%	14,362 $2.34 Million
Q4 2023 Feb 12, 2024	SELL	$131.82 - $149.95 $59,582 - $67,777	-452 Reduced 3.04%	14,417 $2.16 Million
Q3 2023 Oct 10, 2023	SELL	$137.93 - $147.18 $1,517 - $1,618	-11 Reduced 0.07%	14,869 $2.05 Million
Q2 2023 Aug 07, 2023	SELL	$134.74 - $142.42 $134,066 - $141,707	-995 Reduced 6.27%	14,880 $2.11 Million
Q1 2023 May 03, 2023	SELL	$132.13 - $144.96 $19,819 - $21,744	-150 Reduced 0.94%	15,875 $2.19 Million
Q4 2022 Feb 03, 2023	BUY	$124.69 - $146.24 $70,574 - $82,771	566 Added 3.66%	16,025 $2.25 Million
Q3 2022 Nov 09, 2022	SELL	$123.48 - $143.43 $39,019 - $45,323	-316 Reduced 2.0%	15,459 $1.91 Million
Q2 2022 Aug 10, 2022	BUY	$128.01 - $150.8 $103,176 - $121,544	806 Added 5.38%	15,775 $2.08 Million
Q1 2022 Apr 25, 2022	BUY	$140.46 - $150.33 $66,016 - $70,655	470 Added 3.24%	14,969 $2.21 Million
Q3 2021 Nov 10, 2021	BUY	$134.5 - $142.48 $59,987 - $63,546	446 Added 3.17%	14,499 $1.96 Million
Q2 2021 Aug 02, 2021	SELL	$132.12 - $141.17 $239,665 - $256,082	-1,814 Reduced 11.43%	14,053 $1.93 Million
Q1 2021 May 12, 2021	BUY	$117.44 - $132.31 $218,086 - $245,699	1,857 Added 13.25%	15,867 $2.09 Million
Q4 2020 Feb 11, 2021	BUY	$101.75 - $119.15 $1.43 Million - $1.67 Million	14,010 New	14,010 $1.67 Million

Others Institutions Holding VTV

# of Institutions

2,612

Shares Held

560M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Wells Financial Advisors Inc Vanguard Value ETF Transaction History