Wells Financial Advisors Inc Vanguard Mid Cap ETF Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 2024
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 29,502 shares of VO stock, worth $7.85 Million. This represents 4.83% of its overall portfolio holdings.
Number of Shares
29,502
Previous 35,208
16.21%
Holding current value
$7.85 Million
Previous $8.8 Million
18.81%
% of portfolio
4.83%
Previous 6.16%
Shares
15 transactions
Others Institutions Holding VO
# of Institutions
2,034Shares Held
171MCall Options Held
58.4KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.14 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.26 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.73 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.94 Billion0.14% of portfolio