Wells Financial Advisors Inc Purchases in Q4 2024

Wells Financial Advisors Inc

  • $72.4 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12.9K
+ 214.67%
$49.79 - $51.14 $641K - $659K
18.9K $946K
VUG
Vanguard Growth ETF

ETFs
44
+ 0.22%
$378.79 - $428.11 $16.7K - $18.8K
19.9K $8.18M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.13K
+ 42.44%
$49.03 - $53.35 $350K - $380K
23.9K $1.23M
VV
Vanguard Large Cap ETF

ETFs
951
+ 7.62%
$260.27 - $280.65 $248K - $267K
13.4K $3.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.26K
+ 7.46%
$176.42 - $186.91 $222K - $236K
18.2K $3.23M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.26K
+ 16.62%
$57.78 - $60.4 $246K - $257K
29.9K $1.73M
IYW
Ishares Dj Us Tech ETF

ETFs
893
+ 676.52%
$148.14 - $166.23 $132K - $148K
1.03K $163K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.66K
+ 89.55%
$87.1 - $98.49 $145K - $164K
3.52K $307K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.01K
+ 3.85%
$126.68 - $134.74 $128K - $137K
27.4K $3.49M
IAU
Ishares Gold Trust

ETFs
2K
New
$48.37 - $52.65 $96.7K - $105K
2K $99K
VCIT
Vanguard Intermediate Term Cor

ETFs
633
+ 21.18%
$80.13 - $83.77 $50.7K - $53K
3.62K $290K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.44K
+ 21.18%
$25.0 - $25.11 $36K - $36.2K
8.24K $206K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.29K
+ 13.77%
$24.61 - $25.12 $31.7K - $32.4K
10.7K $263K
EFG
Msci Eafe Growth ETF

ETFs
303
+ 125.21%
$96.83 - $106.88 $29.3K - $32.4K
545 $52K
ICVT
Ishares Tr Convertible Bond Et

ETFs
305
New
$83.09 - $89.28 $25.3K - $27.2K
305 $25K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.81K
+ 8.81%
$22.65 - $23.8 $41K - $43.1K
22.3K $507K
HYDB
Ishares Tr Edge High Yield Def

ETFs
320
New
$46.68 - $47.95 $14.9K - $15.3K
320 $15K
HEFA
Ishares Currency Hedged Msci E

ETFs
425
New
$34.42 - $35.88 $14.6K - $15.2K
425 $14K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
310
+ 4.64%
$41.09 - $45.94 $12.7K - $14.2K
6.99K $293K
SPSB
Spdr Portfolio Short Term Corp

ETFs
361
+ 6.79%
$29.77 - $30.19 $10.7K - $10.9K
5.68K $169K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
289
+ 5.36%
$96.64 - $101.23 $27.9K - $29.3K
5.68K $550K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
61
+ 19.74%
$55.45 - $61.08 $3.38K - $3.73K
370 $20K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
178
+ 6.03%
$45.17 - $47.23 $8.04K - $8.41K
3.13K $141K
Ishares Flexible Income Active ETF
2.58K
+ 21.42%
N/A
14.6K $0
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.59%
$385.02 - $431.37 $385 - $431
171 $66K
BND
Vanguard Bd Index Fd Inc Total

ETFs
902
+ 3.89%
$71.75 - $75.11 $64.7K - $67.7K
24.1K $1.73M
DGRO
Ishares Core Dividend Growth E

ETFs
285
+ 1.42%
$60.73 - $64.94 $17.3K - $18.5K
20.3K $1.25M
Activity Summary
Buys All Purchases 28 New Holdings 5 Increased Positions 23 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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