Wells Financial Advisors INC Buys Vanguard Mega Cap Value ETF, Sells iShares Core S&P Small-Cap ETF, iShares Core S&P Mid-Cap ETF, DraftKings Inc

Nov 10, 2021

Investment company Wells Financial Advisors INC (Current Portfolio) buys Vanguard Mega Cap Value ETF, sells iShares Core S&P Small-Cap ETF, iShares Core S&P Mid-Cap ETF, DraftKings Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Wells Financial Advisors INC. As of 2021Q3, Wells Financial Advisors INC owns 60 stocks with a total value of $118 million. These are the details of the buys and sells.

Added Positions: MGV, SPYG, VB, VO, IXUS, IVV, VTV, VYM, FLRN, LQD, IEMG, IQLT, SPSB, ARKK, QQQ,
Reduced Positions: MGK, IJR, IJH,
Sold Out: DKNG,

For the details of Wells Financial Advisors INC's stock buys and sells, go to https://www.gurufocus.com/guru/wells+financial+advisors+inc/current-portfolio/portfolio

These are the top 5 holdings of Wells Financial Advisors INC

BTC iShares MSCI USA Quality Factor ETF (QUAL) - 102,483 shares, 11.40% of the total portfolio. Shares reduced by 0.66%
BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 149,547 shares, 9.28% of the total portfolio. Shares added by 0.30%
Vanguard Small Cap ETF (VB) - 45,513 shares, 8.41% of the total portfolio. Shares added by 1.55%
Vanguard Mid-Cap ETF (VO) - 39,467 shares, 7.89% of the total portfolio. Shares added by 1.05%
iShares Core Dividend Growth ETF (DGRO) - 178,799 shares, 7.59% of the total portfolio. Shares added by 0.36%

Added: Vanguard Mega Cap Value ETF (MGV)

Wells Financial Advisors INC added to a holding in Vanguard Mega Cap Value ETF by 22.69%. The purchase prices were between $97.25 and $102.8, with an estimated average price of $100.35. The stock is now traded at around $104.760000. The impact to a portfolio due to this purchase was 0.43%. The holding were 27,790 shares as of 2021-09-30.

Sold Out: DraftKings Inc (DKNG)

Wells Financial Advisors INC sold out a holding in DraftKings Inc. The sale prices were between $43.79 and $63.67, with an estimated average price of $53.1.

Here is the complete portfolio of Wells Financial Advisors INC. Also check out:

1. Wells Financial Advisors INC's Undervalued Stocks
2. Wells Financial Advisors INC's Top Growth Companies, and
3. Wells Financial Advisors INC's High Yield stocks
4. Stocks that Wells Financial Advisors INC keeps buying

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