WELLSPRING FINANCIAL ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
WELLSPRING FINANCIAL ADVISORS, LLC portfolio value:
$1.50M
portfolio value
WELLSPRING FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -54.00% | -5.36K shares | -1.94M | $328.3 | 4.56K |
| Q2 2022 | share | Increase | +8.36% | 766 shares | -360K | $346.88 | 9.93K |
| Q1 2022 | share | Increase | +72.24% | 3.84K shares | 1.48M | $415.17 | 9.16K |
| Q4 2021 | share | Increase | +0.15% | 8 shares | 228K | $437.77 | 5.32K |
| Q3 2021 | share | Increase | +0.08% | 4 shares | 7K | $394.4 | 5.31K |
| Q2 2021 | share | Decrease | -44.44% | -4.24K shares | -174K | $392.24 | 5.30K |
| Q1 2021 | share | Increase | +56.31% | 3.44K shares | 163K | $361.88 | 9.55K |
| Q4 2020 | share | Decrease | -10.25% | -698 shares | 5K | $340.23 | 6.11K |
| Q3 2020 | share | Decrease | -21.31% | -1.84K shares | -358K | $303.31 | 6.81K |
| Q2 2020 | share | Decrease | -9.42% | -900 shares | 190K | $278.24 | 8.65K |
| Q1 2020 | share | Increase | 0.00% | 9.55K shares | 2.26M | $231.3 | 9.55K |