Wellspring Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History

Wellspring Financial Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$75.44 - $86.89 $150 - $173	2 Added 0.08%	2,650 $201 Million
Q2 2023 Aug 11, 2023	SELL	$78.4 - $83.98 $1.24 Million - $1.32 Million	-15,765 Reduced 85.62%	2,648 $221 Million
Q1 2023 May 12, 2023	SELL	$77.59 - $93.7 $73,555 - $88,827	-948 Reduced 4.9%	18,413 $1.53 Billion
Q4 2022 Feb 13, 2023	BUY	$76.14 - $88.09 $1.47 Million - $1.71 Million	19,361 New	19,361 $1.6 Million
Q2 2021 Aug 13, 2021	SELL	$93.53 - $105.5 $2.14 Million - $2.42 Million	-22,916 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$81.97 - $92.98 $1.88 Million - $2.13 Million	22,916 New	22,916 $1.6 Million
Q4 2020 Feb 16, 2021	SELL	$76.08 - $86.67 $208,307 - $237,302	-2,738 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$76.31 - $83.64 $94,624 - $103,713	-1,240 Reduced 31.17%	2,738 $216,000
Q2 2020 Aug 14, 2020	SELL	$64.53 - $86.79 $1.22 Million - $1.64 Million	-18,938 Reduced 82.64%	3,978 $312,000
Q1 2020 May 14, 2020	BUY	$56.91 - $99.57 $1.3 Million - $2.28 Million	22,916 New	22,916 $1.6 Million

1,825

241M

1.22M

1.53M

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