Wells Financial Advisors Inc Vanguard Growth ETF Transaction History
Wells Financial Advisors Inc
- $143 Million
- Q1 2024
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 20,962 shares of VUG stock, worth $7.96 Million. This represents 5.06% of its overall portfolio holdings.
Number of Shares
20,962
Previous 20,845
0.56%
Holding current value
$7.96 Million
Previous $6.48 Million
11.34%
% of portfolio
5.06%
Previous 4.71%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,193Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.02 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.03 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.4 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.2 Billion1.1% of portfolio