WFA
Wellspring Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
4,926
-148
| -3% | -$42.2K | 0.14% | 51 |
|
|
2025
Q1 | $1.3M | Sell |
5,074
-169
| -3% | -$43.4K | 0.15% | 49 |
|
|
2024
Q4 | $1.41M | Sell |
5,243
-49
| -0.9% | -$13.2K | 0.15% | 51 |
|
|
2024
Q3 | $1.39M | Buy |
5,292
+78
| +1% | +$20.5K | 0.17% | 49 |
|
|
2024
Q2 | $1.3M | Hold |
5,214
| – | – | 0.18% | 49 |
|
|
2024
Q1 | $1.25M | Buy |
5,214
+11
| +0.2% | +$2.64K | 0.2% | 48 |
|
|
2023
Q4 | $1.14M | Buy |
5,203
+12
| +0.2% | +$2.62K | 0.28% | 48 |
|
|
2023
Q3 | $1.02M | Sell |
5,191
-39
| -0.7% | -$7.63K | 0.3% | 47 |
|
|
2023
Q2 | $1.06M | Buy |
5,230
+11
| +0.2% | +$2.23K | 0.3% | 45 |
|
|
2023
Q1 | $975K | Buy |
5,219
+12
| +0.2% | +$2.24K | 0.29% | 48 |
|
|
2022
Q4 | $907K | Buy |
5,207
+14
| +0.3% | +$2.44K | 0.3% | 47 |
|
|
2022
Q3 | $849K | Buy |
5,193
+13
| +0.3% | +$2.13K | 0.31% | 41 |
|
|
2022
Q2 | $893K | Sell |
5,180
-38
| -0.7% | -$6.55K | 0.31% | 39 |
|
|
2022
Q1 | $1.09M | Buy |
5,218
+9
| +0.2% | +$1.88K | 0.32% | 39 |
|
|
2021
Q4 | $1.15M | Buy |
5,209
+11
| +0.2% | +$2.43K | 0.32% | 40 |
|
|
2021
Q3 | $1.04M | Buy |
5,198
+9
| +0.2% | +$1.81K | 0.31% | 40 |
|
|
2021
Q2 | $1.04M | Sell |
5,189
-1,724
| -25% | -$346K | 0.33% | 38 |
|
|
2021
Q1 | $819K | Buy |
6,913
+1,397
| +25% | +$166K | 0.4% | 34 |
|
|
2020
Q4 | $969K | Sell |
5,516
-393
| -7% | -$69K | 0.34% | 36 |
|
|
2020
Q3 | $924K | Sell |
5,909
-991
| -14% | -$155K | 0.36% | 36 |
|
|
2020
Q2 | $987K | Sell |
6,900
-13
| -0.2% | -$1.86K | 0.41% | 35 |
|
|
2020
Q1 | $819K | Buy |
+6,913
| New | +$819K | 0.4% | 34 |
|