Wellspring Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Wellspring Financial Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$166.46 - $180.76 $612,073 - $664,654	-3,677 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$139.89 - $172.72 $221,585 - $273,588	1,584 Added 75.68%	3,677 $326,000
Q4 2020 Feb 16, 2021	SELL	$111.89 - $142.79 $62,210 - $79,391	-556 Reduced 20.99%	2,093 $298,000
Q3 2020 Nov 13, 2020	SELL	$102.46 - $117.9 $65,881 - $75,809	-643 Reduced 19.53%	2,649 $293,000
Q2 2020 Aug 14, 2020	SELL	$81.16 - $120.46 $31,246 - $46,377	-385 Reduced 10.47%	3,292 $352,000
Q1 2020 May 14, 2020	BUY	$75.8 - $139.04 $278,716 - $511,250	3,677 New	3,677 $326,000

1,502

90M

44.8K

24K

Get notified when there are updates to the investment portfolio of Wellspring Financial Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Wellspring Financial Advisors, LLC with notifications on news.