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VSM Wealth Advisory’s Wells Fargo WFC Stock Holding History

VSM Wealth Advisory’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$421K Buy
5,250
+142
+3% +$11.4K 0.14% 64
2025
Q1 		$367K Sell
5,108
-1,000
-16% -$71.8K 0.13% 62
2024
Q4 		$429K Buy
+6,108
New +$429K 0.15% 56