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

Wellspring Financial Advisors, LLC

$957 Billion
Q4 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 608,695 shares of VOO stock, worth $321 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

608,695

Previous 541,104 12.49%

Holding current value

$321 Million

Previous $3.91 Billion 3.64%

% of portfolio

0.42%

Previous 0.47%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$521.84 - $558.82 $35.3 Million - $37.8 Million	67,591 Added 12.49%	608,695 $4.05 Billion
Q3 2024 Nov 13, 2024	BUY	$475.2 - $527.7 $254 Million - $282 Million	534,613 Added 8236.22%	541,104 $3.91 Billion
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

3,528

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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