Dana Large Cap Equity Fund WFC Holdings History
Dana Large Cap Equity Fund's Wells Fargo & Co Holding Summary
As of 2025-04-30, VALUED ADVISERS TRUST held 19,300.00 shares of Wells Fargo & Co(WFC), totaling $1.37 Mil. This investment constitutes 2.2% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.
The initial trade took place in 2022Q4. And since then Dana Large Cap Equity Fund has made 2 purchases of WFC, at an average price of $43.89, for a total of 29,000.00 shares. In addition, there have been 2 sales at an average price of $59.87 for 9,700.00 shares. Based on historical transaction data and WFC's current price of $83.87, Dana Large Cap Equity Fund's estimated gain on his WFC holdings is $926,674.00, reflecting a 72.81% gain to date.
Dana Large Cap Equity Fund WFC ($83.87) Holding Chart
Dana Large Cap Equity Fund WFC ($83.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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