Wells Financial Advisors Inc Vanguard Large Cap ETF Transaction History

Wells Financial Advisors Inc

$71.1 Million
Q1 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 13,387 shares of VV stock, worth $3.82 Million. This represents 4.84% of its overall portfolio holdings.

Number of Shares

13,387

Previous 13,432 0.34%

Holding current value

$3.82 Million

Previous $3.62 Million 5.02%

% of portfolio

4.84%

Previous 5.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,309

Shares Held

103M

Call Options Held

35.8K

Put Options Held

22.1K

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About VANGUARD LARGE-CAP ETF

Ticker VV
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Wells Financial Advisors Inc Vanguard Large Cap ETF Transaction History