Wellspring Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Wellspring Financial Advisors, LLC

$735 Billion
Q2 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 12,895 shares of VIG stock, worth $2.35 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

12,895

Previous 14,835 13.08%

Holding current value

$2.35 Million

Previous $2.71 Billion 13.11%

% of portfolio

0.32%

Previous 0.43%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$173.33 - $185.29 $336,260 - $359,462	-1,940 Reduced 13.08%	12,895 $2.35 Billion
Q1 2024 May 01, 2024	BUY	$168.47 - $182.98 $1,853 - $2,012	11 Added 0.07%	14,835 $2.71 Billion
Q4 2023 Feb 13, 2024	SELL	$150.16 - $171.16 $173,735 - $198,032	-1,157 Reduced 7.24%	14,824 $2.53 Billion
Q3 2023 Nov 14, 2023	BUY	$155.38 - $166.95 $1,864 - $2,003	12 Added 0.08%	15,981 $2.48 Billion
Q1 2023 May 12, 2023	BUY	$147.24 - $158.33 $1,914 - $2,058	13 Added 0.08%	15,969 $2.46 Billion
Q4 2022 Feb 13, 2023	BUY	$144.84 - $158.71 $2,172 - $2,380	15 Added 0.09%	15,956 $2.42 Million
Q3 2022 Nov 14, 2022	BUY	N/A	13 Added 0.08%	15,941 $2.16 Million
Q2 2022 Aug 12, 2022	BUY	N/A	12 Added 0.08%	15,928 $2.29 Million
Q1 2022 May 10, 2022	SELL	N/A	-569 Reduced 3.45%	15,916 $2.58 Million
Q4 2021 Jan 03, 2022	BUY	N/A	594 Added 3.74%	16,485 $2.83 Million
Q3 2021 Nov 12, 2021	BUY	N/A	11 Added 0.07%	15,891 $2.44 Million
Q2 2021 Aug 13, 2021	SELL	N/A	-1,539 Reduced 8.84%	15,880 $2.46 Million
Q1 2021 May 17, 2021	BUY	N/A	389 Added 2.28%	17,419 $1.8 Million
Q4 2020 Feb 16, 2021	SELL	N/A	-405 Reduced 2.32%	17,030 $2.4 Million
Q3 2020 Nov 13, 2020	BUY	N/A	16 Added 0.09%	17,435 $2.24 Million
Q1 2020 May 14, 2020	BUY	N/A	17,419 New	17,419 $1.8 Million

Others Institutions Holding VIG

# of Institutions

2,229

Shares Held

203M

Call Options Held

463K

Put Options Held

229K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Wellspring Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History