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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

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Quarterly reported holdings in Vanguard Large-Cap ETF by Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
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