Wells Financial Advisors Inc Vanguard Large Cap ETF Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 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 13,990 shares of VV stock, worth $3.67 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
13,990
Previous 14,196
1.45%
Holding current value
$3.67 Million
Previous $3.4 Million
2.62%
% of portfolio
2.36%
Previous 2.38%
Shares
15 transactions
Others Institutions Holding VV
# of Institutions
1,108Shares Held
102MCall Options Held
23KPut Options Held
18.6K-
Jones Financial Companies Lllp17.1MShares$4.49 Billion4.95% of portfolio
-
Creative Planning Overland Park, KS13MShares$3.4 Billion3.46% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.71 Billion16.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.32MShares$869 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.09MShares$809 Million0.07% of portfolio