Spire Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $777K | Sell |
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|
2025
Q2 | $795K | Sell |
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|
2025
Q1 | $832K | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $821K | Buy |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $137K | Buy |
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|
2022
Q1 | $162K | Sell |
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|
2021
Q4 | $154K | Buy |
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|
2021
Q3 | $77K | Buy |
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|
2021
Q2 | $61K | Buy |
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|
2021
Q1 | $41K | Buy |
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