Wellspring Financial Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Wellspring Financial Advisors, LLC

$957 Billion
Q4 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 2,968,984 shares of VYM stock, worth $369 Million. This represents 6.36% of its overall portfolio holdings.

Number of Shares

2,968,984

Previous 2,296,227 29.3%

Holding current value

$369 Million

Previous $45.7 Billion 33.25%

% of portfolio

6.36%

Previous 5.45%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$126.68 - $134.74 $85.2 Million - $90.6 Million	672,757 Added 29.3%	2,968,984 $60.9 Billion
Q3 2024 Nov 13, 2024	BUY	$117.9 - $128.2 $21.8 Million - $23.8 Million	185,309 Added 8.78%	2,296,227 $45.7 Billion
Q2 2024 Aug 12, 2024	BUY	$114.71 - $121.51 $1.01 Million - $1.07 Million	8,802 Added 0.42%	2,110,918 $41.2 Billion
Q1 2024 May 01, 2024	BUY	$109.98 - $120.99 $27.3 Million - $30.1 Million	248,559 Added 13.41%	2,102,116 $40.9 Billion
Q4 2023 Feb 13, 2024	BUY	$98.71 - $111.84 $949,886 - $1.08 Million	9,623 Added 0.52%	1,853,557 $10.1 Billion
Q3 2023 Nov 14, 2023	SELL	$103.32 - $110.34 $3,409 - $3,641	-33 Reduced -0.0%	1,843,934 $8.53 Billion
Q2 2023 Aug 11, 2023	SELL	$101.36 - $107.68 $877,878 - $932,616	-8,661 Reduced 0.47%	1,843,967 $8.72 Billion
Q1 2023 May 12, 2023	SELL	$100.82 - $111.44 $82,470 - $91,157	-818 Reduced 0.04%	1,852,628 $9.59 Billion
Q4 2022 Feb 13, 2023	BUY	$96.14 - $113.15 $263,519 - $310,144	2,741 Added 0.15%	1,853,446 $201 Million
Q3 2022 Nov 14, 2022	BUY	$94.88 - $110.28 $52,089 - $60,543	549 Added 0.03%	1,850,705 $8.63 Million
Q2 2022 Aug 12, 2022	SELL	$99.2 - $114.57 $751,142 - $867,524	-7,572 Reduced 0.41%	1,850,156 $9.06 Million
Q1 2022 May 10, 2022	BUY	$107.24 - $115.01 $408,155 - $437,728	3,806 Added 0.21%	1,857,728 $10.7 Million
Q4 2021 Jan 03, 2022	BUY	$104.33 - $112.16 $8.55 Million - $9.2 Million	81,985 Added 4.63%	1,853,922 $10.2 Million
Q3 2021 Nov 12, 2021	BUY	$102.3 - $108.36 $174 Million - $184 Million	1,700,648 Added 2385.57%	1,771,937 $9.29 Million
Q2 2021 Aug 13, 2021	BUY	$101.6 - $107.95 $4.14 Million - $4.4 Million	40,743 Added 133.38%	71,289 $7.48 Million
Q1 2021 May 17, 2021	SELL	$90.4 - $101.83 $837,104 - $942,945	-9,260 Reduced 23.26%	30,546 $2.17 Million
Q4 2020 Feb 16, 2021	BUY	$78.88 - $92.1 $99,546 - $116,230	1,262 Added 3.27%	39,806 $3.65 Million
Q3 2020 Nov 13, 2020	SELL	$77.57 - $85.18 $25,675 - $28,194	-331 Reduced 0.85%	38,544 $3.13 Million
Q2 2020 Aug 14, 2020	BUY	$67.79 - $86.78 $564,622 - $722,790	8,329 Added 27.27%	38,875 $3.07 Million
Q1 2020 May 14, 2020	BUY	$60.97 - $94.78 $1.86 Million - $2.9 Million	30,546 New	30,546 $2.17 Million

Others Institutions Holding VYM

# of Institutions

1,984

Shares Held

184M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Wellspring Financial Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History