Wellspring Financial Advisors, LLC Vanguard Large Cap ETF Transaction History

Wellspring Financial Advisors, LLC

  • $735 Billion
  • Q2 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 5,214 shares of VV stock, worth $1.37 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,214
Previous 5,214 -0.0%
Holding current value
$1.37 Million
Previous $1.25 Billion 4.11%
% of portfolio
0.18%
Previous 0.2%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$214.62 - $240.49 $2,360 - $2,645
11 Added 0.21%
5,214 $1.25 Billion
Q4 2023

Feb 13, 2024
BUY
$188.0 - $219.17 $2,256 - $2,630
12 Added 0.23%
5,203 $1.14 Billion
Q3 2023

Nov 14, 2023
SELL
$195.09 - $209.59 $7,608 - $8,174
-39 Reduced 0.75%
5,191 $1.02 Billion
Q2 2023

Aug 11, 2023
BUY
$184.38 - $202.72 $2,028 - $2,229
11 Added 0.21%
5,230 $1.06 Billion
Q1 2023

May 12, 2023
BUY
$172.79 - $190.36 $2,073 - $2,284
12 Added 0.23%
5,219 $975 Million
Q4 2022

Feb 13, 2023
BUY
$162.98 - $185.93 $2,281 - $2,603
14 Added 0.27%
5,207 $907,000
Q3 2022

Nov 14, 2022
BUY
$163.56 - $196.95 $2,126 - $2,560
13 Added 0.25%
5,193 $849,000
Q2 2022

Aug 12, 2022
SELL
$167.29 - $210.78 $6,357 - $8,009
-38 Reduced 0.73%
5,180 $893,000
Q1 2022

May 10, 2022
BUY
$191.25 - $221.63 $1,721 - $1,994
9 Added 0.17%
5,218 $1.09 Million
Q4 2021

Jan 03, 2022
BUY
$200.26 - $221.75 $2,202 - $2,439
11 Added 0.21%
5,209 $1.15 Million
Q3 2021

Nov 12, 2021
BUY
$199.12 - $212.29 $1,792 - $1,910
9 Added 0.17%
5,198 $1.04 Million
Q2 2021

Aug 13, 2021
SELL
$187.36 - $200.75 $323,008 - $346,093
-1,724 Reduced 24.94%
5,189 $1.04 Million
Q1 2021

May 17, 2021
BUY
$173.39 - $186.2 $242,225 - $260,121
1,397 Added 25.33%
6,913 $819,000
Q4 2020

Feb 16, 2021
SELL
$152.54 - $175.74 $59,948 - $69,065
-393 Reduced 6.65%
5,516 $969,000
Q3 2020

Nov 13, 2020
SELL
$144.11 - $166.66 $142,813 - $165,160
-991 Reduced 14.36%
5,909 $924,000
Q2 2020

Aug 14, 2020
SELL
$113.24 - $149.5 $1,472 - $1,943
-13 Reduced 0.19%
6,900 $987,000
Q1 2020

May 14, 2020
BUY
$102.61 - $156.13 $709,342 - $1.08 Million
6,913 New
6,913 $819,000

Others Institutions Holding VV

# of Institutions
1,108
Shares Held
102M
Call Options Held
23K
Put Options Held
18.6K
View Full List

About VANGUARD LARGE-CAP ETF

VV Quotes by TradingView
  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
Track This Portfolio

Track Wellspring Financial Advisors, LLC Portfolio

Follow Wellspring Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email