SWM
Spire Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
288,779
-392,252
| -58% | -$23.1M | 0.61% | 36 |
|
|
2025
Q1 | $40M | Sell |
681,031
-989
| -0.1% | -$58K | 1.28% | 12 |
|
|
2024
Q4 | $39.7M | Buy |
682,020
+21,274
| +3% | +$1.24M | 1.23% | 11 |
|
|
2024
Q3 | $39M | Buy |
660,746
+359,716
| +119% | +$21.2M | 1.31% | 10 |
|
|
2024
Q2 | $17.5M | Sell |
301,030
-41,586
| -12% | -$2.41M | 0.62% | 36 |
|
|
2024
Q1 | $19.9M | Sell |
342,616
-110,037
| -24% | -$6.39M | 0.36% | 61 |
|
|
2023
Q4 | $26.4M | Sell |
452,653
-25,414
| -5% | -$1.48M | 0.87% | 19 |
|
|
2023
Q3 | $27.5M | Sell |
478,067
-351,718
| -42% | -$20.3M | 1.05% | 16 |
|
|
2023
Q2 | $47.9M | Sell |
829,785
-337,540
| -29% | -$19.5M | 1.77% | 7 |
|
|
2023
Q1 | $68.3M | Buy |
1,167,325
+189,822
| +19% | +$11.1M | 2.66% | 4 |
|
|
2022
Q4 | $56.5M | Buy |
977,503
+75,411
| +8% | +$4.36M | 3.18% | 3 |
|
|
2022
Q3 | $52.1M | Buy |
902,092
+624,347
| +225% | +$36.1M | 3.17% | 4 |
|
|
2022
Q2 | $16.3M | Sell |
277,745
-46,541
| -14% | -$2.74M | 0.67% | 27 |
|
|
2022
Q1 | $19.3M | Buy |
324,286
+305,688
| +1,644% | +$18.2M | 0.52% | 39 |
|
|
2021
Q4 | $1.13M | Sell |
18,598
-268,224
| -94% | -$16.3M | 0.03% | 442 |
|
|
2021
Q3 | $17.6M | Buy |
286,822
+11,958
| +4% | +$736K | 0.47% | 50 |
|
|
2021
Q2 | $17M | Buy |
274,864
+11,224
| +4% | +$692K | 0.46% | 51 |
|
|
2021
Q1 | $16.2M | Buy |
+263,640
| New | +$16.2M | 0.43% | 55 |
|