Wellspring Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.3M | Hold |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $975K | Buy |
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|
2022
Q4 | $907K | Buy |
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|
2022
Q3 | $849K | Buy |
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|
2022
Q2 | $893K | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $819K | Buy |
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|
2020
Q4 | $969K | Sell |
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|
2020
Q3 | $924K | Sell |
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|
2020
Q2 | $987K | Sell |
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|
2020
Q1 | $819K | Buy |
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