SWM
VBFC

Spire Wealth Management’s Village Bank and Trust Financial Corp. VBFC Stock Holding History

Spire Wealth Management’s Portfolio VBFC Stock Details VBFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25
Closed -$1.14K – 2289
2024
Q2 		$1.14K Hold
25
– – ﹤0.01% 2102
2024
Q1 		$1.05K Hold
25
– – ﹤0.01% 2199
2023
Q4 		$1.04K Hold
25
– – ﹤0.01% 2257
2023
Q3 		$1.14K Hold
25
– – ﹤0.01% 2229
2023
Q2 		$1.04K Buy
+25
New +$1.1K ﹤0.01% 2303

Other funds holding VBFC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $252M AUM 17.04% 1-Year Est. Return

Spire Wealth Management's VBFC Position: Q3 2024 in Review

Spire Wealth Management sold out of Village Bank and Trust Financial Corp. (VBFC) in Q3 2024, closing a stake of 25 shares — an estimated $1.14K sold.

Spire Wealth Management first reported a position in VBFC in Q2 2023 and held it in 5 quarters. The position peaked at $1.14K in Q3 2023. 23 funds tracked by Wall St. Rank hold VBFC as of Q3 2024.

  • Spire Wealth Management reported no remaining Village Bank and Trust Financial Corp. position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 25 Village Bank and Trust Financial Corp. shares in Q3 2024, an estimated $1.14K.
  • Spire Wealth Management first reported a position in Village Bank and Trust Financial Corp. in Q2 2023 and held it in 5 quarters.
  • Spire Wealth Management's Village Bank and Trust Financial Corp. position peaked at $1.14K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held Village Bank and Trust Financial Corp. as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.