Wellspring Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History

Wellspring Financial Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$195.66 - $233.95 $193,899 - $231,844	991 New	991 $231 Million
Q2 2022 Aug 12, 2022	SELL	$190.36 - $240.41 $257,937 - $325,755	-1,355 Reduced 56.51%	1,043 $205,000
Q1 2022 May 10, 2022	SELL	$219.86 - $253.39 $129,717 - $149,500	-590 Reduced 19.75%	2,398 $570,000
Q3 2021 Nov 12, 2021	SELL	$229.88 - $249.8 $25,516 - $27,727	-111 Reduced 3.58%	2,988 $707,000
Q2 2021 Aug 13, 2021	SELL	$223.23 - $238.25 $282,832 - $301,862	-1,267 Reduced 29.02%	3,099 $736,000
Q1 2021 May 17, 2021	BUY	$203.74 - $225.89 $176,846 - $196,072	868 Added 24.81%	4,366 $575,000
Q4 2020 Feb 16, 2021	SELL	$176.14 - $208.21 $31,352 - $37,061	-178 Reduced 4.84%	3,498 $723,000
Q3 2020 Nov 13, 2020	SELL	$164.39 - $185.0 $99,620 - $112,110	-606 Reduced 14.15%	3,676 $648,000
Q2 2020 Aug 14, 2020	SELL	$124.34 - $175.42 $10,444 - $14,735	-84 Reduced 1.92%	4,282 $702,000
Q1 2020 May 14, 2020	BUY	$112.37 - $186.27 $490,607 - $813,254	4,366 New	4,366 $575,000

2,092

173M

57K

93.7K

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