Vanguard Large-Cap ETF shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Vanguard Large-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Large-Cap ETF held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Large-Cap ETF by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 13k | 264.09 |
| 2024-06-30 | $3.5M | 14k | 249.62 |
| 2024-03-31 | $3.4M | 14k | 239.76 |
| 2023-09-30 | $2.9M | 15k | 195.69 |
| 2023-06-30 | $3.0M | 15k | 202.72 |
| 2023-03-31 | $2.8M | 15k | 186.81 |
| 2022-12-31 | $2.6M | 15k | 174.20 |
| 2022-09-30 | $2.5M | 15k | 163.57 |
| 2022-06-30 | $2.7M | 16k | 172.33 |
| 2022-03-31 | $3.3M | 16k | 208.49 |
| 2021-12-31 | $3.5M | 16k | 220.99 |
| 2021-09-30 | $3.2M | 16k | 200.95 |
| 2021-06-30 | $3.2M | 16k | 200.73 |
| 2021-03-31 | $2.9M | 16k | 185.31 |
| 2020-12-31 | $2.8M | 16k | 175.72 |