WELLSPRING FINANCIAL ADVISORS, LLC – Vanguard Large Cap Index Fund Transaction History
WELLSPRING FINANCIAL ADVISORS, LLC portfolio value:
$849,000
portfolio value
WELLSPRING FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.25% | 13 shares | -44K | $163.56 | 5.19K |
| Q2 2022 | share | Decrease | -0.73% | -38 shares | -195K | $172.35 | 5.18K |
| Q1 2022 | share | Increase | +0.17% | 9 shares | -63K | $208.49 | 5.21K |
| Q4 2021 | share | Increase | +0.21% | 11 shares | 107K | $220.97 | 5.20K |
| Q3 2021 | share | Increase | +0.17% | 9 shares | 2K | $200.92 | 5.19K |
| Q2 2021 | share | Decrease | -24.94% | -1.72K shares | 223K | $200.14 | 5.18K |
| Q1 2021 | share | Increase | +25.33% | 1.39K shares | -150K | $184.16 | 6.91K |
| Q4 2020 | share | Decrease | -6.65% | -393 shares | 45K | $174.08 | 5.51K |
| Q3 2020 | share | Decrease | -14.36% | -991 shares | -63K | $154.35 | 5.90K |
| Q2 2020 | share | Decrease | -0.19% | -13 shares | 168K | $140.53 | 6.9K |
| Q1 2020 | share | Increase | 0.00% | 6.91K shares | 819K | $115.87 | 6.91K |