Wellspring Financial Advisors, LLC VOO Holdings History
Wellspring Financial Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 299,818.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.46 Mil. This investment constitutes 0.38% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 0.03% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q1. And since then Wellspring Financial Advisors, LLC has made 13 purchases of VOO, at an average price of $506.75, for a total of 621,797.00 shares. In addition, there have been 7 sales at an average price of $532.95 for 321,979.00 shares. Based on historical transaction data and VOO's current price of $577.95, Wellspring Financial Advisors, LLC's estimated gain on his VOO holdings is $29.78 Mil, reflecting a 9.45% gain to date.
Wellspring Financial Advisors, LLC VOO ($577.95) Holding Chart
Wellspring Financial Advisors, LLC VOO ($577.95) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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