Wellspring Financial Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Wellspring Financial Advisors, LLC

$957 Billion
Q4 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 787,634 shares of VOE stock, worth $127 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

787,634

Previous 787,659 0.0%

Holding current value

$127 Million

Previous $1.52 Billion 1.97%

% of portfolio

0.16%

Previous 0.18%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$160.89 - $176.18 $4,022 - $4,404	-25 Reduced -0.0%	787,634 $1.49 Billion
Q3 2024 Nov 13, 2024	SELL	$149.02 - $167.67 $9,537 - $10,730	-64 Reduced 0.01%	787,659 $1.52 Billion
Q2 2024 Aug 12, 2024	SELL	$146.82 - $155.77 $276,608 - $293,470	-1,884 Reduced 0.24%	787,723 $1.46 Billion
Q1 2024 May 01, 2024	SELL	$141.07 - $155.91 $973,241 - $1.08 Million	-6,899 Reduced 0.87%	789,607 $1.78 Billion
Q4 2023 Feb 13, 2024	SELL	$124.27 - $145.8 $226,792 - $266,085	-1,825 Reduced 0.23%	796,506 $2.71 Billion
Q3 2023 Nov 14, 2023	BUY	$130.77 - $144.24 $1,569 - $1,730	12 Added 0.0%	798,331 $2.76 Billion
Q2 2023 Aug 11, 2023	SELL	$127.92 - $138.38 $1.14 Million - $1.24 Million	-8,946 Reduced 1.11%	798,319 $2.87 Billion
Q1 2023 May 12, 2023	BUY	$126.74 - $147.12 $3,295 - $3,825	26 Added 0.0%	807,265 $4 Billion
Q4 2022 Feb 13, 2023	SELL	$122.51 - $142.75 $94,087 - $109,632	-768 Reduced 0.1%	807,239 $109 Million
Q3 2022 Nov 14, 2022	BUY	$121.77 - $145.8 $5,601 - $6,706	46 Added 0.01%	808,007 $3.8 Million
Q2 2022 Aug 12, 2022	SELL	$126.2 - $153.17 $1.81 Million - $2.2 Million	-14,366 Reduced 1.75%	807,961 $3.99 Million
Q1 2022 May 10, 2022	SELL	$140.72 - $152.6 $2.37 Million - $2.57 Million	-16,838 Reduced 2.01%	822,327 $6.63 Million
Q4 2021 Jan 03, 2022	BUY	$140.47 - $150.69 $45.3 Million - $48.6 Million	322,618 Added 62.46%	839,165 $9.19 Million
Q3 2021 Nov 12, 2021	BUY	$135.17 - $146.62 $62 Million - $67.2 Million	458,326 Added 787.22%	516,547 $8.65 Million
Q2 2021 Aug 13, 2021	BUY	$136.19 - $145.71 $6.05 Million - $6.47 Million	44,428 Added 322.11%	58,221 $8.18 Million
Q1 2021 May 17, 2021	SELL	$116.81 - $138.13 $4.58 Million - $5.41 Million	-39,167 Reduced 73.96%	13,793 $1.12 Million
Q4 2020 Feb 16, 2021	SELL	$100.82 - $119.56 $924,116 - $1.1 Million	-9,166 Reduced 14.75%	52,960 $6.3 Million
Q3 2020 Nov 13, 2020	SELL	$93.59 - $106.12 $34,160 - $38,733	-365 Reduced 0.58%	62,126 $6.3 Million
Q2 2020 Aug 14, 2020	BUY	$75.66 - $107.24 $3.68 Million - $5.22 Million	48,698 Added 353.06%	62,491 $5.98 Million
Q1 2020 May 14, 2020	BUY	$68.69 - $121.9 $947,441 - $1.68 Million	13,793 New	13,793 $1.12 Million

Others Institutions Holding VOE

# of Institutions

1,200

Shares Held

71.8M

Call Options Held

25.6K

Put Options Held

1.6K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
Sector ETFs
Industry ETFs

More about VOE

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 Mid Cap Value Index F Transaction History