Spire Wealth Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,058
| Closed | -$112K | – | 2406 |
|
|
2023
Q4 | $112K | Sell |
1,058
-923
| -47% | -$97.6K | ﹤0.01% | 964 |
|
|
2023
Q3 | $190K | Buy |
1,981
+266
| +16% | +$25.6K | 0.01% | 723 |
|
|
2023
Q2 | $171K | Buy |
1,715
+203
| +13% | +$20.3K | 0.01% | 774 |
|
|
2023
Q1 | $149K | Buy |
1,512
+1,215
| +409% | +$120K | 0.01% | 821 |
|
|
2022
Q4 | $29K | Buy |
+297
| New | +$29K | ﹤0.01% | 1221 |
|