Spire Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Sell |
7,578
-855
| -10% | -$89.8K | 0.03% | 400 |
|
|
2025
Q1 | $832K | Sell |
8,433
-1,320
| -14% | -$130K | 0.03% | 444 |
|
|
2024
Q4 | $1.03M | Sell |
9,753
-612
| -6% | -$64.6K | 0.03% | 390 |
|
|
2024
Q3 | $1.09M | Sell |
10,365
-359
| -3% | -$37.9K | 0.04% | 359 |
|
|
2024
Q2 | $1.06M | Sell |
10,724
-1,418
| -12% | -$141K | 0.04% | 330 |
|
|
2024
Q1 | $1.25M | Sell |
12,142
-767
| -6% | -$79K | 0.02% | 331 |
|
|
2023
Q4 | $1.2M | Sell |
12,909
-4,022
| -24% | -$372K | 0.04% | 326 |
|
|
2023
Q3 | $1.43M | Sell |
16,931
-499
| -3% | -$42.2K | 0.05% | 265 |
|
|
2023
Q2 | $1.54M | Buy |
17,430
+2,067
| +13% | +$183K | 0.06% | 267 |
|
|
2023
Q1 | $1.3M | Buy |
15,363
+5,323
| +53% | +$451K | 0.05% | 298 |
|
|
2022
Q4 | $821K | Buy |
10,040
+3,798
| +61% | +$311K | 0.05% | 265 |
|
|
2022
Q3 | $464K | Buy |
6,242
+4,458
| +250% | +$331K | 0.03% | 342 |
|
|
2022
Q2 | $137K | Buy |
1,784
+590
| +49% | +$45.3K | 0.01% | 906 |
|
|
2022
Q1 | $162K | Sell |
1,194
-410
| -26% | -$55.6K | ﹤0.01% | 973 |
|
|
2021
Q4 | $154K | Buy |
1,604
+740
| +86% | +$71K | ﹤0.01% | 1219 |
|
|
2021
Q3 | $77K | Buy |
864
+190
| +28% | +$16.9K | ﹤0.01% | 1296 |
|
|
2021
Q2 | $61K | Buy |
674
+368
| +120% | +$33.3K | ﹤0.01% | 1396 |
|
|
2021
Q1 | $41K | Buy |
+306
| New | +$41K | ﹤0.01% | 1828 |
|