Wellspring Financial Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Wellspring Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$83.8 - $101.39 $14,246 - $17,236	-170 Reduced 3.01%	5,479 $555 Million
Q1 2025 May 15, 2025	SELL	$94.32 - $110.46 $3,961 - $4,639	-42 Reduced 0.74%	5,649 $545 Million
Q4 2024 Feb 13, 2025	BUY	$105.45 - $117.99 $1,370 - $1,533	13 Added 0.23%	5,691 $603 Million
Q3 2024 Nov 13, 2024	SELL	$97.19 - $109.09 $32,655 - $36,654	-336 Reduced 5.59%	5,678 $614 Million
Q4 2023 Feb 13, 2024	BUY	$81.22 - $100.75 $488,457 - $605,910	6,014 New	6,014 $596 Million

387

13.3M

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.