VAS
Vestmark Advisory Solutions’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Buy |
42,048
+32,864
| +358% | +$2.63M | 0.05% | 286 |
|
|
2025
Q1 | $659K | Sell |
9,184
-23
| -0.2% | -$1.65K | 0.02% | 477 |
|
|
2024
Q4 | $647K | Buy |
+9,207
| New | +$647K | 0.02% | 378 |
|
|
2023
Q3 | – | Sell |
-34,307
| Closed | -$1.46M | – | 875 |
|
|
2023
Q2 | $1.46M | Buy |
34,307
+2,663
| +8% | +$114K | 0.06% | 362 |
|
|
2023
Q1 | $1.18M | Sell |
31,644
-1,389
| -4% | -$51.9K | 0.05% | 400 |
|
|
2022
Q4 | $1.36M | Buy |
33,033
+818
| +3% | +$33.8K | 0.07% | 343 |
|
|
2022
Q3 | $1.3M | Buy |
32,215
+128
| +0.4% | +$5.15K | 0.07% | 327 |
|
|
2022
Q2 | $1.26M | Sell |
32,087
-4,399
| -12% | -$172K | 0.07% | 313 |
|
|
2022
Q1 | $1.77M | Sell |
36,486
-1,113
| -3% | -$53.9K | 0.1% | 265 |
|
|
2021
Q4 | $1.8M | Buy |
37,599
+1,821
| +5% | +$87.4K | 0.1% | 248 |
|
|
2021
Q3 | $1.66M | Buy |
35,778
+705
| +2% | +$32.7K | 0.11% | 235 |
|
|
2021
Q2 | $1.59M | Buy |
35,073
+9,809
| +39% | +$444K | 0.11% | 227 |
|
|
2021
Q1 | $987K | Buy |
25,264
+8,113
| +47% | +$317K | 0.09% | 288 |
|
|
2020
Q4 | $518K | Sell |
17,151
-8,985
| -34% | -$271K | 0.06% | 347 |
|
|
2020
Q3 | $614K | Sell |
26,136
-4,949
| -16% | -$116K | 0.08% | 288 |
|
|
2020
Q2 | $796K | Sell |
31,085
-46,242
| -60% | -$1.18M | 0.12% | 230 |
|
|
2020
Q1 | $2.22M | Sell |
77,327
-4,308
| -5% | -$124K | 0.43% | 51 |
|
|
2019
Q4 | $4.39M | Buy |
81,635
+2,241
| +3% | +$121K | 0.9% | 23 |
|
|
2019
Q3 | $4.01M | Buy |
79,394
+20,538
| +35% | +$1.04M | 0.65% | 27 |
|
|
2019
Q2 | $2.79M | Buy |
58,856
+2,817
| +5% | +$133K | 0.48% | 41 |
|
|
2019
Q1 | $2.71M | Buy |
+56,039
| New | +$2.71M | 0.48% | 47 |
|