Wells Financial Advisors Inc Vanguard Mid Cap ETF Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 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 10,447 shares of VO stock, worth $2.81 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares
10,447
Previous 29,502 64.59%
Holding current value
$2.81 Million
Previous $7.14 Million 61.41%
% of portfolio
3.77%
Previous 4.83%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$237.84 - $263.83 $4.53 Million - $5.03 Million
-19,055 Reduced 64.59%
10,447 $2.76 Million
Q2 2024

Aug 09, 2024
SELL
$234.99 - $248.98 $1.34 Million - $1.42 Million
-5,706 Reduced 16.21%
29,502 $7.14 Million
Q1 2024

May 13, 2024
SELL
$225.86 - $249.86 $78,373 - $86,701
-347 Reduced 0.98%
35,208 $8.8 Million
Q4 2023

Feb 12, 2024
SELL
$195.66 - $233.95 $101,547 - $121,420
-519 Reduced 1.44%
35,555 $8.27 Million
Q3 2023

Oct 10, 2023
BUY
$206.6 - $228.23 $4,958 - $5,477
24 Added 0.07%
36,074 $7.51 Million
Q2 2023

Aug 07, 2023
SELL
$203.43 - $220.16 $90,119 - $97,530
-443 Reduced 1.21%
36,050 $7.94 Million
Q1 2023

May 03, 2023
SELL
$200.2 - $225.98 $64,464 - $72,765
-322 Reduced 0.87%
36,493 $7.7 Million
Q4 2022

Feb 03, 2023
SELL
$186.57 - $217.26 $639,188 - $744,332
-3,426 Reduced 8.51%
36,815 $7.5 Million
Q3 2022

Nov 09, 2022
SELL
$187.98 - $227.42 $319,566 - $386,614
-1,700 Reduced 4.05%
40,241 $7.57 Million
Q2 2022

Aug 10, 2022
SELL
$190.36 - $240.41 $15,799 - $19,954
-83 Reduced 0.2%
41,941 $8.26 Million
Q1 2022

Apr 25, 2022
BUY
$219.86 - $253.39 $93,220 - $107,437
424 Added 1.02%
42,024 $10 Million
Q4 2021

Feb 11, 2022
BUY
$236.98 - $261.2 $505,478 - $557,139
2,133 Added 5.4%
41,600 $10.6 Million
Q3 2021

Nov 10, 2021
BUY
$229.88 - $249.8 $94,250 - $102,418
410 Added 1.05%
39,467 $9.34 Million
Q2 2021

Aug 02, 2021
SELL
$223.23 - $238.25 $1,785 - $1,906
-8 Reduced 0.02%
39,057 $9.27 Million
Q1 2021

May 12, 2021
BUY
$203.74 - $225.89 $5.96 Million - $6.61 Million
29,249 Added 297.97%
39,065 $8.65 Million
Q4 2020

Feb 11, 2021
BUY
$176.14 - $208.21 $1.73 Million - $2.04 Million
9,816 New
9,816 $2.03 Million

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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