WFA
Wells Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
11,344
-2,043
| -15% | -$583K | 4.45% | 6 |
|
|
2025
Q1 | $3.44M | Sell |
13,387
-45
| -0.3% | -$11.6K | 4.74% | 6 |
|
|
2024
Q4 | $3.62M | Buy |
13,432
+951
| +8% | +$256K | 4.94% | 4 |
|
|
2024
Q3 | $3.3M | Sell |
12,481
-1,509
| -11% | -$399K | 4.45% | 7 |
|
|
2024
Q2 | $3.49M | Sell |
13,990
-206
| -1% | -$51.4K | 2.3% | 16 |
|
|
2024
Q1 | $3.4M | Sell |
14,196
-364
| -3% | -$87.3K | 2.32% | 16 |
|
|
2023
Q4 | $3.18M | Sell |
14,560
-400
| -3% | -$87.3K | 2.31% | 14 |
|
|
2023
Q3 | $2.93M | Sell |
14,960
-10
| -0.1% | -$1.96K | 2.28% | 14 |
|
|
2023
Q2 | $3.03M | Sell |
14,970
-13
| -0.1% | -$2.64K | 2.29% | 14 |
|
|
2023
Q1 | $2.8M | Sell |
14,983
-36
| -0.2% | -$6.73K | 2.23% | 15 |
|
|
2022
Q4 | $2.62M | Sell |
15,019
-381
| -2% | -$66.4K | 2.17% | 15 |
|
|
2022
Q3 | $2.52M | Sell |
15,400
-70
| -0.5% | -$11.5K | 2.44% | 14 |
|
|
2022
Q2 | $2.67M | Sell |
15,470
-310
| -2% | -$53.4K | 2.41% | 15 |
|
|
2022
Q1 | $3.29M | Buy |
15,780
+10
| +0.1% | +$2.09K | 2.75% | 13 |
|
|
2021
Q4 | $3.49M | Sell |
15,770
-15
| -0.1% | -$3.32K | 2.78% | 13 |
|
|
2021
Q3 | $3.17M | Sell |
15,785
-122
| -0.8% | -$24.5K | 2.68% | 11 |
|
|
2021
Q2 | $3.19M | Buy |
15,907
+220
| +1% | +$44.2K | 2.69% | 11 |
|
|
2021
Q1 | $2.91M | Sell |
15,687
-14
| -0.1% | -$2.59K | 2.61% | 11 |
|
|
2020
Q4 | $2.76M | Buy |
+15,701
| New | +$2.76M | 2.36% | 11 |
|