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%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$237.63 - $258.31 $76,279 - $82,917	-321 Reduced 19.55%	1,321 $330,000
Q4 2023 Feb 12, 2024	BUY	$196.36 - $245.46 $45,162 - $56,455	230 Added 16.29%	1,642 $396,000
Q1 2023 May 03, 2023	SELL	$198.77 - $233.54 $3,975 - $4,670	-20 Reduced 1.4%	1,412 $305,000
Q4 2022 Feb 03, 2023	SELL	$192.0 - $216.09 $16,320 - $18,367	-85 Reduced 5.6%	1,432 $287,000
Q3 2022 Nov 09, 2022	SELL	$192.77 - $237.17 $1,927 - $2,371	-10 Reduced 0.65%	1,517 $296,000
Q2 2022 Aug 10, 2022	SELL	$188.16 - $253.27 $1,881 - $2,532	-10 Reduced 0.65%	1,527 $301,000
Q1 2021 May 12, 2021	SELL	$262.76 - $302.04 $67,792 - $77,926	-258 Reduced 14.37%	1,537 $422,000
Q4 2020 Feb 11, 2021	BUY	$216.78 - $272.28 $389,120 - $488,742	1,795 New	1,795 $480,000

Others Institutions Holding VBK

# of Institutions

1,087

Shares Held

41.4M

Call Options Held

30.1K

Put Options Held

19.9K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Wells Financial Advisors Inc Vanguard Small Cap Growth ETF Transaction History