WELLSPRING FINANCIAL ADVISORS, LLC – Vanguard Dividend Appreciation Index Fund Transaction History
WELLSPRING FINANCIAL ADVISORS, LLC portfolio value:
$2.15M
portfolio value
WELLSPRING FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.79%
quarter
Vanguard Dividend Appreciation Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.08% | 13 shares | -130K | $135.16 | 15.94K |
| Q2 2022 | share | Increase | +0.08% | 12 shares | -296K | $143.47 | 15.92K |
| Q1 2022 | share | Decrease | -3.45% | -569 shares | -250K | $162.16 | 15.91K |
| Q4 2021 | share | Increase | +3.74% | 594 shares | 390K | $171.55 | 16.48K |
| Q3 2021 | share | Increase | +0.07% | 11 shares | -17K | $153.6 | 15.89K |
| Q2 2021 | share | Decrease | -8.84% | -1.53K shares | 657K | $154.1 | 15.88K |
| Q1 2021 | share | Increase | +2.28% | 389 shares | -603K | $145.78 | 17.41K |
| Q4 2020 | share | Decrease | -2.32% | -405 shares | 161K | $139.42 | 17.03K |
| Q3 2020 | share | Increase | +0.09% | 16 shares | 202K | $126.46 | 17.43K |
| Q2 2020 | share | 0.00% | 0 shares | 240K | $114.68 | 17.41K | |
| Q1 2020 | share | Increase | 0.00% | 17.41K shares | 1.80M | $100.66 | 17.41K |