VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 22,592 Value ($000) $3,242 Avg Close Range
Q3 2025
Shares 26,792 Value ($000) $3,776 Avg Close Range
Q2 2025
Shares 26,892 Value ($000) $3,585 Avg Close Range
Q1 2025
Shares 27,224 Value ($000) $3,511 Avg Close Range
Q4 2024
Shares 27,355 Value ($000) $3,490 Avg Close Range
Q3 2024
Shares 26,341 Value ($000) $3,377 Avg Close Range
Q2 2024
Shares 46,555 Value ($000) $5,521 Avg Close Range
Q1 2024
Shares 49,337 Value ($000) $5,969 Avg Close Range
Q4 2023
Shares 49,803 Value ($000) $5,560 Avg Close Range
Q3 2023
Shares 50,684 Value ($000) $5,237 Avg Close Range
Q2 2023
Shares 50,573 Value ($000) $5,364 Avg Close Range
Q1 2023
Shares 57,696 Value ($000) $6,087 Avg Close Range
Q4 2022
Shares 57,349 Value ($000) $6,206 Avg Close Range
Q3 2022
Shares 28,077 Value ($000) $2,664 Avg Close Range
Q2 2022
Shares 29,582 Value ($000) $3,008 Avg Close Range
Q1 2022
Shares 28,542 Value ($000) $3,204 Avg Close Range
Q4 2021
Shares 27,402 Value ($000) $3,072 Avg Close Range
Q3 2021
Shares 26,792 Value ($000) $2,769 Avg Close Range
Q2 2021
Shares 26,212 Value ($000) $2,746 Avg Close Range
Q1 2021
Shares 26,212 Value ($000) $2,650 Avg Close Range
Q4 2020
Shares 26,282 Value ($000) $2,405 Avg Close Range