Wellspring Financial Advisors, LLC VTI Holdings History
Wellspring Financial Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 6.18 Mil shares of Vanguard Total Stock Market ETF(VTI), totaling $53.30 Mil. This investment constitutes 5.93% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 0.39% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2020Q1. And since then Wellspring Financial Advisors, LLC has made 6 purchases of VTI, at an average price of $223.92, for a total of 6.45 Mil shares. In addition, there have been 13 sales at an average price of $210.43 for 273,460.00 shares. Based on historical transaction data and VTI's current price of $309.80, Wellspring Financial Advisors, LLC's estimated gain on his VTI holdings is $526.90 Mil, reflecting a 36.47% gain to date.
Wellspring Financial Advisors, LLC VTI ($309.80) Holding Chart
Wellspring Financial Advisors, LLC VTI ($309.80) 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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