Wellspring Financial Advisors, LLC Vanguard Small Cap ETF Transaction History

Wellspring Financial Advisors, LLC

  • $633 Billion
  • Q1 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 6,323 shares of VB stock, worth $1.38 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,323
Previous 6,420 1.51%
Holding current value
$1.38 Million
Previous $1.37 Billion 5.53%
% of portfolio
0.23%
Previous 0.34%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$204.0 - $228.59 $19,788 - $22,173
-97 Reduced 1.51%
6,323 $1.45 Billion
Q4 2023

Feb 13, 2024
BUY
$175.26 - $215.9 $17,175 - $21,158
98 Added 1.55%
6,420 $1.37 Billion
Q3 2023

Nov 14, 2023
SELL
$186.24 - $208.75 $71,888 - $80,577
-386 Reduced 5.75%
6,322 $1.2 Billion
Q2 2023

Aug 11, 2023
SELL
$181.26 - $198.89 $501,727 - $550,527
-2,768 Reduced 29.21%
6,708 $1.33 Billion
Q1 2023

May 12, 2023
BUY
$179.51 - $208.76 $179 - $208
1 Added 0.01%
9,476 $1.8 Billion
Q4 2022

Feb 13, 2023
BUY
$179.99 - $196.57 $359 - $393
2 Added 0.02%
9,475 $1.74 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-67 Reduced 0.7%
9,473 $1.62 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-6,514 Reduced 40.58%
9,540 $1.68 Million
Q1 2022

May 10, 2022
SELL
N/A
-3,560 Reduced 18.15%
16,054 $3.41 Million
Q4 2021

Jan 03, 2022
SELL
N/A
-59 Reduced 0.3%
19,614 $4.43 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-3,704 Reduced 15.84%
19,673 $4.3 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-37,255 Reduced 61.44%
23,377 $5.27 Million
Q1 2021

May 17, 2021
BUY
N/A
33,450 Added 123.06%
60,632 $7 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-7,563 Reduced 21.77%
27,182 $5.29 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-5,812 Reduced 14.33%
34,745 $5.34 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-20,075 Reduced 33.11%
40,557 $5.91 Million
Q1 2020

May 14, 2020
BUY
N/A
60,632 New
60,632 $7 Million

Others Institutions Holding VB

# of Institutions
1,969
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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