Wellspring Financial Advisors, LLC Vanguard Information Technolog Transaction History

Wellspring Financial Advisors, LLC

$996 Billion
Q2 2025

A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 1,525 shares of VGT stock, worth $1.1 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,525

Previous 1,518 0.46%

Holding current value

$1.1 Million

Previous $823 Million 22.88%

% of portfolio

0.1%

Previous 0.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$470.37 - $663.28 $3,292 - $4,642	7 Added 0.46%	1,525 $1.01 Billion
Q1 2025 May 15, 2025	SELL	$542.38 - $646.34 $542 - $646	-1 Reduced 0.07%	1,518 $823 Million
Q4 2024 Feb 13, 2025	SELL	$571.78 - $647.97 $8,004 - $9,071	-14 Reduced 0.91%	1,519 $945 Million
Q3 2024 Nov 13, 2024	SELL	$514.43 - $606.85 $4,629 - $5,461	-9 Reduced 0.58%	1,533 $899 Million
Q1 2024 May 01, 2024	BUY	$462.18 - $530.16 $12,941 - $14,844	28 Added 1.85%	1,542 $809 Million
Q4 2023 Feb 13, 2024	SELL	$399.56 - $486.79 $2,397 - $2,920	-6 Reduced 0.39%	1,514 $733 Million
Q3 2023 Nov 14, 2023	SELL	$409.4 - $459.58 $818 - $919	-2 Reduced 0.13%	1,520 $631 Million
Q2 2023 Aug 11, 2023	SELL	$368.4 - $443.39 $362,874 - $436,739	-985 Reduced 39.29%	1,522 $673 Million
Q1 2023 May 12, 2023	BUY	$311.14 - $385.47 $3,422 - $4,240	11 Added 0.44%	2,507 $966 Million
Q4 2022 Feb 13, 2023	SELL	$300.84 - $349.17 $2,105 - $2,444	-7 Reduced 0.28%	2,496 $797,000
Q3 2022 Nov 14, 2022	SELL	$307.37 - $391.03 $1,229 - $1,564	-4 Reduced 0.16%	2,503 $769,000
Q2 2022 Aug 12, 2022	SELL	$315.97 - $423.43 $28,121 - $37,685	-89 Reduced 3.43%	2,507 $819,000
Q1 2022 May 10, 2022	BUY	$366.81 - $462.0 $28,977 - $36,498	79 Added 3.14%	2,596 $1.08 Million
Q4 2021 Jan 03, 2022	BUY	$396.99 - $466.1 $62,724 - $73,643	158 Added 6.7%	2,517 $1.15 Million
Q2 2021 Aug 13, 2021	BUY	$351.88 - $400.08 $207,961 - $236,447	591 Added 33.43%	2,359 $941,000
Q1 2021 May 17, 2021	SELL	$339.41 - $380.61 $198,215 - $222,276	-584 Reduced 24.83%	1,768 $375,000
Q4 2020 Feb 16, 2021	SELL	$297.99 - $355.36 $2,085 - $2,487	-7 Reduced 0.3%	2,352 $832,000
Q3 2020 Nov 13, 2020	BUY	$279.37 - $338.36 $1,396 - $1,691	5 Added 0.21%	2,359 $735,000
Q2 2020 Aug 14, 2020	BUY	$201.88 - $278.76 $118,301 - $163,353	586 Added 33.14%	2,354 $656,000
Q1 2020 May 14, 2020	BUY	$185.49 - $273.21 $327,946 - $483,035	1,768 New	1,768 $375,000

Others Institutions Holding VGT

# of Institutions

1,977

Shares Held

55.7M

Call Options Held

877K

Put Options Held

443K

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About VANGUARD INFORMATION TECHNOLOG

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Wellspring Financial Advisors, LLC Vanguard Information Technolog Transaction History