Wells Financial Advisors Inc Vanguard Large Cap ETF Transaction History

Wells Financial Advisors Inc

$72.3 Million
Q3 2025

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 10,745 shares of VV stock, worth $3.31 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares

10,745

Previous 11,344 5.28%

Holding current value

$3.31 Million

Previous $3.24 Million 2.19%

% of portfolio

4.57%

Previous 4.53%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$285.05 - $309.14 $170,744 - $185,174	-599 Reduced 5.28%	10,745 $3.31 Million
Q2 2025 Jul 25, 2025	SELL	$228.25 - $285.3 $466,314 - $582,867	-2,043 Reduced 15.26%	11,344 $3.24 Million
Q1 2025 May 09, 2025	SELL	$253.32 - $282.66 $11,399 - $12,719	-45 Reduced 0.34%	13,387 $3.44 Million
Q4 2024 Feb 11, 2025	BUY	$260.27 - $280.65 $247,516 - $266,898	951 Added 7.62%	13,432 $3.62 Million
Q3 2024 Nov 13, 2024	SELL	$236.92 - $263.4 $357,512 - $397,470	-1,509 Reduced 10.79%	12,481 $3.29 Million
Q2 2024 Aug 09, 2024	SELL	$227.27 - $251.65 $46,817 - $51,839	-206 Reduced 1.45%	13,990 $3.49 Million
Q1 2024 May 13, 2024	SELL	$214.62 - $240.49 $78,121 - $87,538	-364 Reduced 2.5%	14,196 $3.4 Million
Q4 2023 Feb 12, 2024	SELL	$188.0 - $219.17 $75,200 - $87,668	-400 Reduced 2.67%	14,560 $3.18 Million
Q3 2023 Oct 10, 2023	SELL	$195.09 - $209.59 $1,950 - $2,095	-10 Reduced 0.07%	14,960 $2.93 Million
Q2 2023 Aug 07, 2023	SELL	$184.38 - $202.72 $2,396 - $2,635	-13 Reduced 0.09%	14,970 $3.03 Million
Q1 2023 May 03, 2023	SELL	$172.79 - $190.36 $6,220 - $6,852	-36 Reduced 0.24%	14,983 $2.8 Million
Q4 2022 Feb 03, 2023	SELL	$162.98 - $185.93 $62,095 - $70,839	-381 Reduced 2.47%	15,019 $2.62 Million
Q3 2022 Nov 09, 2022	SELL	$163.56 - $196.95 $11,449 - $13,786	-70 Reduced 0.45%	15,400 $2.52 Million
Q2 2022 Aug 10, 2022	SELL	$167.29 - $210.78 $51,859 - $65,341	-310 Reduced 1.96%	15,470 $2.67 Million
Q1 2022 Apr 25, 2022	BUY	$191.25 - $221.63 $1,912 - $2,216	10 Added 0.06%	15,780 $3.29 Million
Q4 2021 Feb 11, 2022	SELL	$200.26 - $221.75 $3,003 - $3,326	-15 Reduced 0.1%	15,770 $3.49 Million
Q3 2021 Nov 10, 2021	SELL	$199.12 - $212.29 $24,292 - $25,899	-122 Reduced 0.77%	15,785 $3.17 Million
Q2 2021 Aug 02, 2021	BUY	$187.36 - $200.75 $41,219 - $44,165	220 Added 1.4%	15,907 $3.19 Million
Q1 2021 May 12, 2021	SELL	$173.39 - $186.2 $2,427 - $2,606	-14 Reduced 0.09%	15,687 $2.91 Million
Q4 2020 Feb 11, 2021	BUY	$152.54 - $175.74 $2.4 Million - $2.76 Million	15,701 New	15,701 $2.76 Million

Others Institutions Holding VV

# of Institutions

1,371

Shares Held

106M

Call Options Held

27.7K

Put Options Held

10.6K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

Track This Portfolio

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.

Account

Wells Financial Advisors Inc Vanguard Large Cap ETF Transaction History