Spire Wealth Management’s Vail Resorts MTN Stock Holding History

Spire Wealth Management’s Portfolio MTN Stock Details MTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.65K	Sell	44 -1	-2%	-$136	﹤0.01%	1806
2025 Q4	$5.98K	Sell	45 -2	-4%	-$294	﹤0.01%	1874
2025 Q3	$7.03K	Buy	47 +3	+7%	+$466	﹤0.01%	1876
2025 Q2	$6.91K	Buy	44 +1	+2%	+$149	﹤0.01%	1847
2025 Q1	$6.88K	Sell	43 -7	-14%	-$1.16K	﹤0.01%	1968
2024 Q4	$9.37K	Buy	50 +3	+6%	+$537	﹤0.01%	1850
2024 Q3	$8.19K	Hold	47	–	–	﹤0.01%	1694
2024 Q2	$8.47K	Buy	47 +6	+15%	+$1.19K	﹤0.01%	1680
2024 Q1	$9.14K	Hold	41	–	–	﹤0.01%	1739
2023 Q4	$9.15K	Buy	41 +20	+95%	+$4.38K	﹤0.01%	1783
2023 Q3	$4.66K	Sell	21 -5	-19%	-$1.19K	﹤0.01%	1962
2023 Q2	$6.55K	Sell	26 -33	-56%	-$8.04K	﹤0.01%	1934
2023 Q1	$13.8K	Sell	59 -170	-74%	-$41K	﹤0.01%	1746
2022 Q4	$55K	Buy	229 +120	+110%	+$28.2K	﹤0.01%	954
2022 Q3	$24K	Sell	109 -45	-29%	-$10.2K	﹤0.01%	1260
2022 Q2	$34K	Sell	154 -105	-41%	-$25.7K	﹤0.01%	1456
2022 Q1	$67K	Sell	259 -523	-67%	-$142K	﹤0.01%	1333
2021 Q4	$256K	Buy	782 +114	+17%	+$38.9K	0.01%	987
2021 Q3	$223K	Sell	668 -38	-5%	-$11.7K	0.01%	879
2021 Q2	$223K	Buy	706 +100	+17%	+$31.9K	0.01%	897
2021 Q1	$198K	Buy	+606	New	+$176K	0.01%	1068

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return