Wells Financial Advisors Inc Vanguard Whitehall Fds (Vangua Transaction History

Wells Financial Advisors Inc

$72.4 Million
Q4 2024

A detailed history of Wells Financial Advisors Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wells Financial Advisors Inc holds 27,355 shares of VYM stock, worth $3.58 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares

27,355

Previous 26,341 3.85%

Holding current value

$3.58 Million

Previous $3.38 Million 3.38%

% of portfolio

4.82%

Previous 4.62%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$126.68 - $134.74 $128,453 - $136,626	1,014 Added 3.85%	27,355 $3.49 Million
Q3 2024 Nov 13, 2024	SELL	$117.9 - $128.2 $2.38 Million - $2.59 Million	-20,214 Reduced 43.42%	26,341 $3.38 Million
Q2 2024 Aug 09, 2024	SELL	$114.71 - $121.51 $319,123 - $338,040	-2,782 Reduced 5.64%	46,555 $5.52 Million
Q1 2024 May 13, 2024	SELL	$109.98 - $120.99 $51,250 - $56,381	-466 Reduced 0.94%	49,337 $5.97 Million
Q4 2023 Feb 12, 2024	SELL	$98.71 - $111.84 $86,963 - $98,531	-881 Reduced 1.74%	49,803 $5.56 Million
Q3 2023 Oct 10, 2023	BUY	$103.32 - $110.34 $11,468 - $12,247	111 Added 0.22%	50,684 $5.24 Million
Q2 2023 Aug 07, 2023	SELL	$101.36 - $107.68 $721,987 - $767,004	-7,123 Reduced 12.35%	50,573 $5.36 Million
Q1 2023 May 03, 2023	BUY	$100.82 - $111.44 $34,984 - $38,669	347 Added 0.61%	57,696 $6.09 Million
Q4 2022 Feb 03, 2023	BUY	$96.14 - $113.15 $2.81 Million - $3.31 Million	29,272 Added 104.26%	57,349 $6.21 Million
Q3 2022 Nov 09, 2022	SELL	$94.88 - $110.28 $142,794 - $165,971	-1,505 Reduced 5.09%	28,077 $2.66 Million
Q2 2022 Aug 10, 2022	BUY	$99.2 - $114.57 $103,168 - $119,152	1,040 Added 3.64%	29,582 $3.01 Million
Q1 2022 Apr 25, 2022	BUY	$107.24 - $115.01 $122,253 - $131,111	1,140 Added 4.16%	28,542 $3.2 Million
Q4 2021 Feb 11, 2022	BUY	$104.33 - $112.16 $63,641 - $68,417	610 Added 2.28%	27,402 $3.07 Million
Q3 2021 Nov 10, 2021	BUY	$102.3 - $108.36 $59,334 - $62,848	580 Added 2.21%	26,792 $2.77 Million
Q1 2021 May 12, 2021	SELL	$90.4 - $101.83 $6,328 - $7,128	-70 Reduced 0.27%	26,212 $2.65 Million
Q4 2020 Feb 11, 2021	BUY	$78.88 - $92.1 $2.07 Million - $2.42 Million	26,282 New	26,282 $2.41 Million

Others Institutions Holding VYM

# of Institutions

1,947

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

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 Whitehall Fds (Vangua Transaction History