Wells Financial Advisors Inc Sells in Q2 2025

Wells Financial Advisors Inc

  • $71.4 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.23K
- 10.19%
$85.42 - $94.39 $532K - $588K
54.9K $5.15M
VGSH
Vanguard

ETFs
-7.69K
- 14.76%
$58.32 - $58.95 $448K - $453K
44.4K $2.61M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.47K
- 17.02%
$72.02 - $73.82 $322K - $330K
21.8K $1.6M
VTV
Vanguard Value ETF

ETFs
-1.7K
- 12.65%
$153.67 - $176.74 $261K - $300K
11.7K $2.07M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.35K
- 24.43%
$45.12 - $46.23 $241K - $247K
16.6K $765K
VV
Vanguard Large Cap ETF

ETFs
-2.04K
- 15.26%
$228.25 - $285.3 $466K - $583K
11.3K $3.24M
GLD
Spdr Gold Trust

ETFs
-1.42K
- 9.83%
$273.71 - $316.29 $388K - $449K
13K $3.97M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.3K
- 22.8%
$51.16 - $62.02 $169K - $204K
11.2K $691K
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.69K
- 9.09%
$58.63 - $59.9 $158K - $161K
26.9K $1.61M
IVV
Ishares Core S&P 500 ETF

ETFs
-410
- 21.56%
$498.8 - $620.9 $205K - $255K
1.49K $926K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.66K
- 66.53%
$50.48 - $50.71 $83.8K - $84.2K
835 $42K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-3.06K
- 68.0%
$25.04 - $25.18 $76.6K - $77.1K
1.44K $36K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-781
- 16.44%
$90.56 - $109.49 $70.7K - $85.5K
3.97K $433K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.8K
- 51.53%
$29.82 - $30.19 $53.8K - $54.4K
1.7K $51K
VCIT
Vanguard Intermediate Term Cor

ETFs
-616
- 14.47%
$79.56 - $82.92 $49K - $51.1K
3.64K $301K
VB
Vanguard Small Cap ETF

ETFs
-882
- 7.78%
$193.73 - $237.37 $171K - $209K
10.5K $2.48M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-450
- 14.38%
$45.2 - $46.6 $20.3K - $21K
2.68K $124K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-130
- 42.62%
$78.98 - $90.1 $10.3K - $11.7K
175 $15K
VBR
Vanguard Small Cap Value ETF

ETFs
-102
- 7.54%
$162.76 - $195.77 $16.6K - $20K
1.25K $243K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.26K
- 2.79%
$45.11 - $52.34 $56.6K - $65.7K
43.7K $2.29M
IEMG
Ishares Inc

ETFs
-140
- 17.18%
N/A
675 $36K
Ishares Flexible Income Active ETF
-4.16K
- 16.64%
N/A
20.8K $0
VBK
Vanguard Small Cap Growth ETF

ETFs
-79
- 6.0%
$219.76 - $276.94 $17.4K - $21.9K
1.24K $342K
DGRO
Ishares Core Dividend Growth E

ETFs
-70
- 0.34%
$55.22 - $63.94 $3.87K - $4.48K
20.4K $1.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.16K
- 4.43%
$35.9 - $43.76 $41.5K - $50.5K
24.9K $1.08M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-886
- 4.93%
$152.42 - $182.82 $135K - $162K
17.1K $3.12M
VO
Vanguard Mid Cap ETF

ETFs
-493
- 5.36%
$228.54 - $279.83 $113K - $138K
8.7K $2.44M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-580
- 3.87%
$58.41 - $72.69 $33.9K - $42.2K
14.4K $1.05M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-332
- 1.22%
$114.78 - $133.31 $38.1K - $44.3K
26.9K $3.58M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-100
- 0.41%
$43.53 - $54.46 $4.35K - $5.45K
24K $1.31M
SPYG
Spdr Portfolio

ETFs
-1.1K
- 3.34%
$71.83 - $95.32 $78.7K - $104K
31.7K $3.02M
VUG
Vanguard Growth ETF

ETFs
-1.28K
- 6.24%
$329.49 - $438.4 $422K - $562K
19.3K $8.44M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-20
- 0.1%
$273.67 - $366.17 $5.47K - $7.32K
19.1K $7M
Activity Summary
Buys All Purchases 9 New Holdings 2 Increased Positions 7 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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