Wells Financial Advisors Inc Vanguard Growth ETF Transaction History

Wells Financial Advisors Inc

$71.1 Million
Q1 2025

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 20,539 shares of VUG stock, worth $8.49 Million. This represents 10.72% of its overall portfolio holdings.

Number of Shares

20,539

Previous 19,921 3.1%

Holding current value

$8.49 Million

Previous $8.18 Million 6.85%

% of portfolio

10.72%

Previous 11.29%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$369.1 - $427.61 $228,103 - $264,262	618 Added 3.1%	20,539 $7.62 Million
Q4 2024 Feb 11, 2025	BUY	$378.79 - $428.11 $16,666 - $18,836	44 Added 0.22%	19,921 $8.18 Million
Q3 2024 Nov 13, 2024	SELL	$341.08 - $391.94 $169,857 - $195,186	-498 Reduced 2.44%	19,877 $7.63 Million
Q2 2024 Aug 09, 2024	SELL	$322.46 - $377.11 $189,284 - $221,363	-587 Reduced 2.8%	20,375 $7.62 Million
Q1 2024 May 13, 2024	BUY	$301.05 - $346.61 $35,222 - $40,553	117 Added 0.56%	20,962 $7.22 Million
Q4 2023 Feb 12, 2024	SELL	$261.54 - $312.16 $50,215 - $59,934	-192 Reduced 0.91%	20,845 $6.48 Million
Q3 2023 Oct 10, 2023	BUY	$269.56 - $293.5 $5,391 - $5,870	20 Added 0.1%	21,037 $5.73 Million
Q2 2023 Aug 07, 2023	SELL	$243.06 - $282.96 $40,347 - $46,971	-166 Reduced 0.78%	21,017 $5.95 Million
Q1 2023 May 03, 2023	SELL	$209.25 - $249.44 $18,832 - $22,449	-90 Reduced 0.42%	21,183 $5.28 Million
Q4 2022 Feb 03, 2023	SELL	$208.44 - $233.81 $295,776 - $331,776	-1,419 Reduced 6.25%	21,273 $4.53 Million
Q3 2022 Nov 09, 2022	SELL	$213.95 - $266.28 $508,987 - $633,480	-2,379 Reduced 9.49%	22,692 $4.86 Million
Q2 2022 Aug 10, 2022	SELL	$214.97 - $293.87 $214 - $293	-1 Reduced -0.0%	25,071 $5.59 Million
Q1 2022 Apr 25, 2022	BUY	$254.37 - $323.09 $6,359 - $8,077	25 Added 0.1%	25,072 $7.21 Million
Q4 2021 Feb 11, 2022	SELL	$287.0 - $325.67 $150,388 - $170,651	-524 Reduced 2.05%	25,047 $8.04 Million
Q3 2021 Nov 10, 2021	BUY	$286.49 - $308.98 $16,043 - $17,302	56 Added 0.22%	25,571 $7.42 Million
Q2 2021 Aug 02, 2021	SELL	$257.69 - $287.23 $89,160 - $99,381	-346 Reduced 1.34%	25,515 $7.32 Million
Q1 2021 May 12, 2021	SELL	$243.15 - $268.9 $18,965 - $20,974	-78 Reduced 0.3%	25,861 $6.65 Million
Q4 2020 Feb 11, 2021	BUY	$220.77 - $253.46 $5.73 Million - $6.57 Million	25,939 New	25,939 $6.57 Million

Others Institutions Holding VUG

# of Institutions

2,678

Shares Held

268M

Call Options Held

319K

Put Options Held

305K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
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Industry ETFs

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Wells Financial Advisors Inc Vanguard Growth ETF Transaction History