Wellspring Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Wellspring Financial Advisors, LLC

$633 Billion
Q1 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 14,835 shares of VIG stock, worth $2.71 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

14,835

Previous 14,824 0.07%

Holding current value

$2.71 Million

Previous $2.53 Billion 7.25%

% of portfolio

0.43%

Previous 0.63%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$168.47 - $182.98 $1,853 - $2,012	11 Added 0.07%	14,835 $2.71 Billion
Q4 2023 Feb 13, 2024	SELL	$150.16 - $171.16 $173,735 - $198,032	-1,157 Reduced 7.24%	14,824 $2.53 Billion
Q3 2023 Nov 14, 2023	BUY	$155.38 - $166.95 $1,864 - $2,003	12 Added 0.08%	15,981 $2.48 Billion
Q1 2023 May 12, 2023	BUY	$147.24 - $158.33 $1,914 - $2,058	13 Added 0.08%	15,969 $2.46 Billion
Q4 2022 Feb 13, 2023	BUY	$144.84 - $158.71 $2,172 - $2,380	15 Added 0.09%	15,956 $2.42 Million

Q3 2022 Nov 14, 2022	BUY	N/A	13 Added 0.08%	15,941 $2.16 Million
Q2 2022 Aug 12, 2022	BUY	N/A	12 Added 0.08%	15,928 $2.29 Million
Q1 2022 May 10, 2022	SELL	N/A	-569 Reduced 3.45%	15,916 $2.58 Million
Q4 2021 Jan 03, 2022	BUY	N/A	594 Added 3.74%	16,485 $2.83 Million
Q3 2021 Nov 12, 2021	BUY	N/A	11 Added 0.07%	15,891 $2.44 Million
Q2 2021 Aug 13, 2021	SELL	N/A	-1,539 Reduced 8.84%	15,880 $2.46 Million
Q1 2021 May 17, 2021	BUY	N/A	389 Added 2.28%	17,419 $1.8 Million
Q4 2020 Feb 16, 2021	SELL	N/A	-405 Reduced 2.32%	17,030 $2.4 Million
Q3 2020 Nov 13, 2020	BUY	N/A	16 Added 0.09%	17,435 $2.24 Million
Q1 2020 May 14, 2020	BUY	N/A	17,419 New	17,419 $1.8 Million

Others Institutions Holding VIG

# of Institutions

2,135

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellspring Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellspring Financial Advisors, LLC with notifications on news.

Account

Wellspring Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History