Wellspring Financial Advisors, LLC Vanguard Extended Market ETF Transaction History

Wellspring Financial Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$132.07 - $166.45 $449,698 - $566,762	3,405 New	3,405 $560 Million
Q2 2022 Aug 12, 2022	SELL	$126.57 - $168.36 $134,543 - $178,966	-1,063 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$151.14 - $183.81 $90,986 - $110,653	-602 Reduced 36.16%	1,063 $176,000
Q4 2021 Jan 03, 2022	BUY	$175.57 - $199.99 $526 - $599	3 Added 0.18%	1,665 $305,000
Q3 2021 Nov 12, 2021	BUY	$178.6 - $192.23 $357 - $384	2 Added 0.12%	1,662 $303,000
Q2 2021 Aug 13, 2021	BUY	$171.78 - $189.99 $285,154 - $315,383	1,660 New	1,660 $313,000
Q1 2021 May 17, 2021	SELL	$162.25 - $187.63 $268,523 - $310,527	-1,655 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$130.35 - $168.32 $26,070 - $33,664	-200 Reduced 10.78%	1,655 $273,000
Q3 2020 Nov 13, 2020	SELL	$118.34 - $135.96 $31,715 - $36,437	-268 Reduced 12.62%	1,855 $241,000
Q2 2020 Aug 14, 2020	BUY	$83.41 - $125.14 $177,079 - $265,672	2,123 New	2,123 $251,000

872

45.3M

17.8K

32.1K

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