Wells Financial Advisors Inc Vanguard Small Cap Growth ETF Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 2024
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,321 shares of VBK stock, worth $359,087. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,321
Previous 1,642
19.55%
Holding current value
$359,087
Previous $428,000
22.9%
% of portfolio
0.22%
Previous 0.3%
Shares
8 transactions
Others Institutions Holding VBK
# of Institutions
1,087Shares Held
41.4MCall Options Held
30.1KPut Options Held
19.9K-
Bank Of America Corp Charlotte, NC8.54MShares$2.32 Billion0.19% of portfolio
-
Jones Financial Companies Lllp1.97MShares$535 Million0.57% of portfolio
-
Morgan Stanley New York, NY1.7MShares$463 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$459 Million4.13% of portfolio
-
Assetmark, Inc1.36MShares$370 Million1.06% of portfolio