Wells Financial Advisors Inc Vanguard World Fd Esg Intl Stk Transaction History

Wells Financial Advisors Inc

$73.1 Million
Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Wells Financial Advisors Inc holds 500 shares of VSGX stock, worth $28,650. This represents 0.04% of its overall portfolio holdings.

Number of Shares

500

Previous 615 18.7%

Holding current value

$28,650

Previous $35,000 14.29%

% of portfolio

0.04%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$55.06 - $62.25 $6,331 - $7,158	-115 Reduced 18.7%	500 $30,000
Q2 2023 Aug 07, 2023	BUY	$51.68 - $54.7 $13,230 - $14,003	256 Added 71.31%	615 $32,000
Q4 2022 Feb 03, 2023	BUY	$43.1 - $51.11 $10,731 - $12,726	249 Added 226.36%	359 $17,000
Q2 2022 Aug 10, 2022	BUY	$48.34 - $58.27 $386 - $466	8 Added 7.84%	110 $5,000
Q1 2022 Apr 25, 2022	SELL	$53.11 - $62.8 $21,244 - $25,120	-400 Reduced 79.68%	102 $6,000
Q4 2021 Feb 11, 2022	BUY	$60.05 - $64.51 $2,462 - $2,644	41 Added 8.89%	502 $31,000
Q2 2021 Aug 02, 2021	BUY	$61.69 - $65.78 $25,169 - $26,838	408 Added 769.81%	461 $30,000
Q4 2020 Feb 11, 2021	BUY	$50.72 - $59.51 $2,688 - $3,154	53 New	53 $3,000

Others Institutions Holding VSGX

# of Institutions

364

Shares Held

17.7M

Call Options Held

Put Options Held

View Full List

About VANGUARD WORLD FD ESG INTL STK

Ticker VSGX
Sector ETFs
Industry ETFs

More about VSGX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Account

Wells Financial Advisors Inc Vanguard World Fd Esg Intl Stk Transaction History