VFA
Voya Financial Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
44,615
+1,824
| +4% | +$145K | 0.36% | 26 |
|
|
2025
Q1 | $3.02M | Buy |
42,791
+2,714
| +7% | +$192K | 0.33% | 29 |
|
|
2024
Q4 | $2.82M | Buy |
40,077
+2,007
| +5% | +$141K | 0.31% | 34 |
|
|
2024
Q3 | $2.13M | Buy |
38,070
+1,232
| +3% | +$68.9K | 0.23% | 43 |
|
|
2024
Q2 | $2.12M | Buy |
36,838
+2,323
| +7% | +$133K | 0.24% | 40 |
|
|
2024
Q1 | $1.99M | Buy |
34,515
+4,267
| +14% | +$246K | 0.23% | 40 |
|
|
2023
Q4 | $1.5M | Buy |
30,248
+3,785
| +14% | +$187K | 0.18% | 49 |
|
|
2023
Q3 | $1.08M | Buy |
26,463
+1,990
| +8% | +$81.4K | 0.13% | 63 |
|
|
2023
Q2 | $1.04M | Sell |
24,473
-91
| -0.4% | -$3.86K | 0.12% | 63 |
|
|
2023
Q1 | $918K | Sell |
24,564
-6,509
| -21% | -$243K | 0.11% | 77 |
|
|
2022
Q4 | $1.28M | Sell |
31,073
-6,456
| -17% | -$267K | 0.17% | 52 |
|
|
2022
Q3 | $1.52M | Buy |
37,529
+1,220
| +3% | +$49.4K | 0.2% | 50 |
|
|
2022
Q2 | $1.44M | Buy |
36,309
+4,158
| +13% | +$165K | 0.18% | 56 |
|
|
2022
Q1 | $1.61M | Buy |
32,151
+7,548
| +31% | +$378K | 0.18% | 55 |
|
|
2021
Q4 | $1.18M | Sell |
24,603
-81
| -0.3% | -$3.9K | 0.13% | 81 |
|
|
2021
Q3 | $1.16M | Sell |
24,684
-331
| -1% | -$15.6K | 0.14% | 77 |
|
|
2021
Q2 | $1.12M | Sell |
25,015
-94,859
| -79% | -$4.25M | 0.15% | 75 |
|
|
2021
Q1 | $4.72M | Sell |
119,874
-1,283
| -1% | -$50.5K | 0.19% | 93 |
|
|
2020
Q4 | $3.6M | Buy |
121,157
+4,681
| +4% | +$139K | 0.16% | 111 |
|
|
2020
Q3 | $2.71M | Sell |
116,476
-8,696
| -7% | -$202K | 0.13% | 117 |
|
|
2020
Q2 | $3.22M | Sell |
125,172
-26,139
| -17% | -$672K | 0.17% | 92 |
|
|
2020
Q1 | $4.53M | Buy |
151,311
+3,964
| +3% | +$119K | 0.25% | 66 |
|
|
2019
Q4 | $7.9M | Buy |
147,347
+2,581
| +2% | +$138K | 0.39% | 49 |
|
|
2019
Q3 | $7.34M | Buy |
144,766
+6,245
| +5% | +$317K | 0.4% | 47 |
|
|
2019
Q2 | $6.41M | Buy |
138,521
+18,276
| +15% | +$846K | 0.34% | 59 |
|
|
2019
Q1 | $5.9M | Buy |
120,245
+1,442
| +1% | +$70.8K | 0.34% | 59 |
|
|
2018
Q4 | $5.44M | Buy |
118,803
+4,442
| +4% | +$203K | 0.36% | 56 |
|
|
2018
Q3 | $6.04M | Sell |
114,361
-3,104
| -3% | -$164K | 0.35% | 53 |
|
|
2018
Q2 | $6.3M | Sell |
117,465
-10,182
| -8% | -$546K | 0.41% | 48 |
|
|
2018
Q1 | $6.57M | Sell |
127,647
-3,455
| -3% | -$178K | 0.44% | 44 |
|
|
2017
Q4 | $8.04M | Sell |
131,102
-13,140
| -9% | -$805K | 0.52% | 33 |
|
|
2017
Q3 | $7.83M | Buy |
144,242
+12,289
| +9% | +$667K | 0.52% | 40 |
|
|
2017
Q2 | $7.36M | Buy |
131,953
+26,956
| +26% | +$1.5M | 0.52% | 42 |
|
|
2017
Q1 | $5.85M | Buy |
104,997
+19,829
| +23% | +$1.1M | 0.45% | 46 |
|
|
2016
Q4 | $4.67M | Buy |
85,168
+18,109
| +27% | +$993K | 0.41% | 51 |
|
|
2016
Q3 | $2.98M | Buy |
67,059
+18,904
| +39% | +$839K | 0.3% | 65 |
|
|
2016
Q2 | $2.26M | Buy |
48,155
+23,229
| +93% | +$1.09M | 0.26% | 72 |
|
|
2016
Q1 | $1.21M | Buy |
24,926
+6,798
| +38% | +$331K | 0.17% | 105 |
|
|
2015
Q4 | $995K | Buy |
18,128
+4,437
| +32% | +$244K | 0.15% | 115 |
|
|
2015
Q3 | $697K | Buy |
13,691
+718
| +6% | +$36.6K | 0.12% | 134 |
|
|
2015
Q2 | $727K | Buy |
12,973
+900
| +7% | +$50.4K | 0.13% | 127 |
|
|
2015
Q1 | $661K | Buy |
+12,073
| New | +$661K | 0.13% | 146 |
|