Wells Financial Advisors Inc Vanguard Large Cap ETF Transaction History
Wells Financial Advisors Inc
- $72.4 Million
- Q4 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 13,432 shares of VV stock, worth $3.68 Million. This represents 5.0% of its overall portfolio holdings.
Number of Shares
13,432
Previous 12,481
7.62%
Holding current value
$3.68 Million
Previous $3.29 Million
10.23%
% of portfolio
5.0%
Previous 4.49%
Shares
17 transactions
Others Institutions Holding VV
# of Institutions
1,272Shares Held
104MCall Options Held
40KPut Options Held
41.2K-
Jones Financial Companies Lllp15.9MShares$4.36 Billion4.1% of portfolio
-
Creative Planning Overland Park, KS12.7MShares$3.48 Billion3.35% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.79 Billion15.12% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.45MShares$943 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$843 Million0.07% of portfolio