Wellspring Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Wellspring Financial Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,964	Closed	-$231K	–	152
2023 Q4	$231K	Buy	+3,964	New	+$212K	0.06%	114
2022 Q3	–	Sell	-4,172	Closed	-$205K	–	105
2022 Q2	$205K	Sell	4,172 -5,420	-57%	-$293K	0.07%	82
2022 Q1	$570K	Sell	9,592 -2,360	-20%	-$138K	0.17%	51
2021 Q4	$761K	Hold	11,952	–	–	0.21%	48
2021 Q3	$707K	Sell	11,952 -444	-4%	-$26.8K	0.21%	49
2021 Q2	$736K	Sell	12,396 -5,068	-29%	-$294K	0.23%	46
2021 Q1	$575K	Buy	17,464 +3,472	+25%	+$188K	0.28%	41
2020 Q4	$723K	Sell	13,992 -712	-5%	-$34.5K	0.25%	45
2020 Q3	$648K	Sell	14,704 -2,424	-14%	-$106K	0.25%	43
2020 Q2	$702K	Sell	17,128 -336	-2%	-$12.9K	0.29%	41
2020 Q1	$575K	Buy	+17,464	New	+$723K	0.28%	41

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellspring Financial Advisors's VO Position: Q1 2024 in Review

Wellspring Financial Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2024, closing a stake of 3,964 shares — an estimated $231K sold.

Wellspring Financial Advisors first reported a position in VO in Q1 2020 and held it in 11 quarters. The position peaked at $761K in Q4 2021. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Wellspring Financial Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Wellspring Financial Advisors sold 3,964 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $231K.
Wellspring Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and held it in 11 quarters.
Wellspring Financial Advisors's Vanguard Mid-Cap ETF position peaked at $761K in Q4 2021.
1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

Based on Wellspring Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.