Spire Wealth Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,058	Closed	-$112K	–	2406
2023 Q4	$112K	Sell	1,058 -923	-47%	-$92.1K	﹤0.01%	964
2023 Q3	$190K	Buy	1,981 +266	+16%	+$26.5K	0.01%	723
2023 Q2	$171K	Buy	1,715 +203	+13%	+$20K	0.01%	774
2023 Q1	$149K	Buy	1,512 +1,215	+409%	+$120K	0.01%	821
2022 Q4	$29K	Buy	+297	New	+$28.9K	﹤0.01%	1221

Other funds holding VFMV

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spire Wealth Management's VFMV Position: Q1 2024 in Review

Spire Wealth Management sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q1 2024, closing a stake of 1,058 shares — an estimated $112K sold.

Spire Wealth Management first reported a position in VFMV in Q4 2022 and held it in 5 quarters. The position peaked at $190K in Q3 2023. 35 funds tracked by Wall St. Rank hold VFMV as of Q1 2024.

Spire Wealth Management reported no remaining Vanguard US Minimum Volatility ETF position as of Q1 2024 after selling out during the quarter.
Spire Wealth Management sold 1,058 Vanguard US Minimum Volatility ETF shares in Q1 2024, an estimated $112K.
Spire Wealth Management first reported a position in Vanguard US Minimum Volatility ETF in Q4 2022 and held it in 5 quarters.
Spire Wealth Management's Vanguard US Minimum Volatility ETF position peaked at $190K in Q3 2023.
35 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.