Wells Financial Advisors Inc Vanguard Large Cap ETF Transaction History
Wells Financial Advisors Inc
- $73.1 Million
- Q3 2024
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 12,481 shares of VV stock, worth $3.41 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
12,481
Previous 13,990
10.79%
Holding current value
$3.41 Million
Previous $3.49 Million
5.9%
% of portfolio
4.49%
Previous 2.36%
Shares
16 transactions
Others Institutions Holding VV
# of Institutions
1,181Shares Held
102MCall Options Held
29.3KPut Options Held
132K-
Jones Financial Companies Lllp17.4MShares$4.75 Billion4.7% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.51 Billion3.36% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.79 Billion15.49% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.42MShares$933 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$849 Million0.07% of portfolio