Wellspring Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wellspring Financial Advisors, LLC

$735 Billion
Q2 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 6,491 shares of VOO stock, worth $3.41 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

6,491

Previous 4,633 40.1%

Holding current value

$3.41 Million

Previous $2.23 Billion 45.79%

% of portfolio

0.44%

Previous 0.35%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$455.1 - $504.28 $845,575 - $936,952	1,858 Added 40.1%	6,491 $3.25 Billion
Q1 2024 May 01, 2024	BUY	$429.43 - $481.35 $14,171 - $15,884	33 Added 0.72%	4,633 $2.23 Billion
Q4 2023 Feb 13, 2024	BUY	$377.32 - $438.19 $25,657 - $29,796	68 Added 1.5%	4,600 $2.01 Billion
Q3 2023 Nov 14, 2023	BUY	$392.7 - $420.68 $1,570 - $1,682	4 Added 0.09%	4,532 $1.78 Billion
Q2 2023 Aug 11, 2023	SELL	$371.44 - $407.28 $18,943 - $20,771	-51 Reduced 1.11%	4,528 $1.84 Billion
Q1 2023 May 12, 2023	BUY	$348.66 - $382.94 $1,045 - $1,148	3 Added 0.07%	4,579 $1.72 Billion
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $2,621 - $2,996	8 Added 0.18%	4,576 $1.61 Million
Q3 2022 Nov 14, 2022	SELL	$328.3 - $395.04 $1.76 Million - $2.12 Million	-5,363 Reduced 54.0%	4,568 $1.5 Million
Q2 2022 Aug 12, 2022	BUY	$337.07 - $419.85 $258,195 - $321,605	766 Added 8.36%	9,931 $3.45 Million
Q1 2022 May 10, 2022	BUY	$382.7 - $439.25 $1.47 Million - $1.69 Million	3,844 Added 72.24%	9,165 $3.81 Million
Q4 2021 Jan 03, 2022	BUY	$394.21 - $439.01 $3,153 - $3,512	8 Added 0.15%	5,321 $2.32 Million
Q3 2021 Nov 12, 2021	BUY	$390.68 - $416.73 $1,562 - $1,666	4 Added 0.08%	5,313 $2.1 Million
Q2 2021 Aug 13, 2021	SELL	$368.16 - $394.32 $1.56 Million - $1.67 Million	-4,246 Reduced 44.44%	5,309 $2.09 Million
Q1 2021 May 17, 2021	BUY	$339.03 - $365.24 $1.17 Million - $1.26 Million	3,442 Added 56.31%	9,555 $2.26 Million
Q4 2020 Feb 16, 2021	SELL	$299.82 - $343.69 $209,274 - $239,895	-698 Reduced 10.25%	6,113 $2.1 Million
Q3 2020 Nov 13, 2020	SELL	$285.37 - $328.74 $526,222 - $606,196	-1,844 Reduced 21.31%	6,811 $2.1 Million
Q2 2020 Aug 14, 2020	SELL	$226.15 - $297.17 $203,535 - $267,453	-900 Reduced 9.42%	8,655 $2.45 Million
Q1 2020 May 14, 2020	BUY	$204.27 - $310.92 $1.95 Million - $2.97 Million	9,555 New	9,555 $2.26 Million

Others Institutions Holding VOO

# of Institutions

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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 Index Fds S&P 500 ETF Transaction History