Wellspring Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.17M | Sell |
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|
2025
Q1 | $3.46M | Sell |
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|
2024
Q4 | $4.05M | Buy |
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|
2024
Q3 | $3.91M | Buy |
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|
2024
Q2 | $3.25M | Buy |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.84M | Sell |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $3.81M | Buy |
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|
2021
Q4 | $2.32M | Buy |
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|
2021
Q3 | $2.1M | Buy |
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|
2021
Q2 | $2.09M | Sell |
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|
2021
Q1 | $2.26M | Buy |
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|
2020
Q4 | $2.1M | Sell |
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|
2020
Q3 | $2.1M | Sell |
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|
2020
Q2 | $2.45M | Sell |
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|
2020
Q1 | $2.26M | Buy |
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