Wells Financial Advisors Inc Purchases and Sells in Q2 2024

Wells Financial Advisors Inc

$148 Million
Q2 2024

Top Buys

Incresed Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	46.4K + 55.38%	$58.24 - $64.51 $2.71M - $3M	130K $8.34M
VMBS	20.1K + 1006.6%	$44.15 - $45.75 $889K - $921K	22.1K $1M
MGK	40 + 0.21%	$267.84 - $317.0 $10.7K - $12.7K	19.4K $6.1M
IUSB	1.22K + 5.46%	$44.3 - $45.58 $54K - $55.6K	23.6K $1.06M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	25.3K New	$87.78 - $94.67 $2.22M - $2.39M	25.3K $2.32M
DYNF	44.9K New	$42.0 - $47.28 $1.89M - $2.12M	44.9K $2.11M
EFG	11.6K New	$97.17 - $106.25 $1.13M - $1.23M	11.6K $1.19M
IYW	4.71K New	$124.75 - $153.46 $587K - $722K	4.71K $708K
EMXC	9.29K New	$55.18 - $59.2 $513K - $550K	9.29K $550K
EFV	9.08K New	$52.34 - $56.41 $475K - $512K	9.08K $481K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	-5.71K - 16.21%	$234.99 - $248.98 $1.34M - $1.42M	29.5K $7.14M
SPYV	-22.2K - 9.16%	$47.37 - $50.09 $1.05M - $1.11M	220K $10.7M
VGSH	-21.4K - 11.55%	$57.55 - $58.0 $1.23M - $1.24M	163K $9.48M
VB	-4K - 13.51%	$210.76 - $226.94 $843K - $907K	25.6K $5.58M
IQLT	-19.9K - 14.99%	$37.62 - $40.69 $747K - $808K	113K $4.4M
VGIT	-10.8K - 8.79%	$57.14 - $58.53 $617K - $632K	112K $6.53M

Activity Summary All Purchases 20 New Holdings 16 Increased Positions 4 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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