A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 541,104 shares of VOO stock, worth $299 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
541,104
Previous 6,491 8236.22%
Holding current value
$299 Million
Previous $3.25 Billion 20.41%
% of portfolio
0.47%
Previous 0.44%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$475.2 - $527.7 $254 Million - $282 Million
534,613 Added 8236.22%
541,104 $3.91 Billion
Q2 2024

Aug 12, 2024

BUY
$455.1 - $504.28 $845,575 - $936,952
1,858 Added 40.1%
6,491 $3.25 Billion
Q1 2024

May 01, 2024

BUY
$429.43 - $481.35 $14,171 - $15,884
33 Added 0.72%
4,633 $2.23 Billion
Q4 2023

Feb 13, 2024

BUY
$377.32 - $438.19 $25,657 - $29,796
68 Added 1.5%
4,600 $2.01 Billion
Q3 2023

Nov 14, 2023

BUY
$392.7 - $420.68 $1,570 - $1,682
4 Added 0.09%
4,532 $1.78 Billion
Q2 2023

Aug 11, 2023

SELL
$371.44 - $407.28 $18,943 - $20,771
-51 Reduced 1.11%
4,528 $1.84 Billion
Q1 2023

May 12, 2023

BUY
$348.66 - $382.94 $1,045 - $1,148
3 Added 0.07%
4,579 $1.72 Billion
Q4 2022

Feb 13, 2023

BUY
$327.64 - $374.54 $2,621 - $2,996
8 Added 0.18%
4,576 $1.61 Million
Q3 2022

Nov 14, 2022

SELL
$328.3 - $395.04 $1.76 Million - $2.12 Million
-5,363 Reduced 54.0%
4,568 $1.5 Million
Q2 2022

Aug 12, 2022

BUY
$337.07 - $419.85 $258,195 - $321,605
766 Added 8.36%
9,931 $3.45 Million
Q1 2022

May 10, 2022

BUY
$382.7 - $439.25 $1.47 Million - $1.69 Million
3,844 Added 72.24%
9,165 $3.81 Million
Q4 2021

Jan 03, 2022

BUY
$394.21 - $439.01 $3,153 - $3,512
8 Added 0.15%
5,321 $2.32 Million
Q3 2021

Nov 12, 2021

BUY
$390.68 - $416.73 $1,562 - $1,666
4 Added 0.08%
5,313 $2.1 Million
Q2 2021

Aug 13, 2021

SELL
$368.16 - $394.32 $1.56 Million - $1.67 Million
-4,246 Reduced 44.44%
5,309 $2.09 Million
Q1 2021

May 17, 2021

BUY
$339.03 - $365.24 $1.17 Million - $1.26 Million
3,442 Added 56.31%
9,555 $2.26 Million
Q4 2020

Feb 16, 2021

SELL
$299.82 - $343.69 $209,274 - $239,895
-698 Reduced 10.25%
6,113 $2.1 Million
Q3 2020

Nov 13, 2020

SELL
$285.37 - $328.74 $526,222 - $606,196
-1,844 Reduced 21.31%
6,811 $2.1 Million
Q2 2020

Aug 14, 2020

SELL
$226.15 - $297.17 $203,535 - $267,453
-900 Reduced 9.42%
8,655 $2.45 Million
Q1 2020

May 14, 2020

BUY
$204.27 - $310.92 $1.95 Million - $2.97 Million
9,555 New
9,555 $2.26 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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