Wellspring Financial Advisors, LLC Vanguard Large Cap ETF Transaction History

Wellspring Financial Advisors, LLC

$838 Billion
Q3 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 5,292 shares of VV stock, worth $1.46 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,292

Previous 5,214 1.5%

Holding current value

$1.46 Million

Previous $1.3 Billion 7.06%

% of portfolio

0.17%

Previous 0.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$236.92 - $263.4 $18,479 - $20,545	78 Added 1.5%	5,292 $1.39 Billion
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

1,191

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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Wellspring Financial Advisors, LLC Vanguard Large Cap ETF Transaction History