SWM
Spire Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
5,559
-5,371
| -49% | -$1.27M | 0.05% | 314 |
|
|
2025
Q1 | $2.42M | Sell |
10,930
-30,147
| -73% | -$6.69M | 0.08% | 240 |
|
|
2024
Q4 | $9.87M | Buy |
41,077
+1,613
| +4% | +$388K | 0.31% | 71 |
|
|
2024
Q3 | $9.36M | Sell |
39,464
-2,376
| -6% | -$564K | 0.32% | 69 |
|
|
2024
Q2 | $9.11M | Sell |
41,840
-1,095
| -3% | -$238K | 0.32% | 65 |
|
|
2024
Q1 | $21.9M | Sell |
42,935
-388
| -0.9% | -$198K | 0.4% | 51 |
|
|
2023
Q4 | $9M | Buy |
43,323
+35,804
| +476% | +$7.44M | 0.3% | 69 |
|
|
2023
Q3 | $1.42M | Sell |
7,519
-305
| -4% | -$57.7K | 0.05% | 267 |
|
|
2023
Q2 | $1.56M | Sell |
7,824
-42
| -0.5% | -$8.35K | 0.06% | 266 |
|
|
2023
Q1 | $1.49M | Buy |
7,866
+2,901
| +58% | +$550K | 0.06% | 275 |
|
|
2022
Q4 | $911K | Buy |
4,965
+1,420
| +40% | +$261K | 0.05% | 249 |
|
|
2022
Q3 | $606K | Sell |
3,545
-4,056
| -53% | -$693K | 0.04% | 295 |
|
|
2022
Q2 | $1.34M | Sell |
7,601
-1,499
| -16% | -$264K | 0.06% | 273 |
|
|
2022
Q1 | $1.93M | Sell |
9,100
-1,759
| -16% | -$374K | 0.05% | 285 |
|
|
2021
Q4 | $2.45M | Sell |
10,859
-1,237
| -10% | -$280K | 0.05% | 277 |
|
|
2021
Q3 | $2.65M | Buy |
12,096
+126
| +1% | +$27.6K | 0.07% | 239 |
|
|
2021
Q2 | $2.7M | Sell |
11,970
-345
| -3% | -$77.7K | 0.07% | 239 |
|
|
2021
Q1 | $2.6M | Buy |
+12,315
| New | +$2.6M | 0.07% | 237 |
|