Spire Wealth Management’s Vicor VICR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$437K	Hold	1,151	–	–	0.01%	584
2026 Q1	$185K	Hold	1,151	–	–	0.01%	798
2025 Q4	$126K	Buy	1,151 +4	+0.3%	+$340	﹤0.01%	924
2025 Q3	$57K	Hold	1,147	–	–	﹤0.01%	1186
2025 Q2	$52K	Hold	1,147	–	–	﹤0.01%	1181
2025 Q1	$53.7K	Hold	1,147	–	–	﹤0.01%	1251
2024 Q4	$55.4K	Hold	1,147	–	–	﹤0.01%	1245
2024 Q3	$48.3K	Hold	1,147	–	–	﹤0.01%	1145
2024 Q2	$38K	Hold	1,147	–	–	﹤0.01%	1216
2024 Q1	$43.9K	Hold	1,147	–	–	﹤0.01%	1264
2023 Q4	$42.6K	Sell	1,147 -2	-0.2%	-$88	﹤0.01%	1260
2023 Q3	$67.7K	Buy	1,149 +2	+0.2%	+$133	﹤0.01%	1063
2023 Q2	$61.9K	Hold	1,147	–	–	﹤0.01%	1117
2023 Q1	$53.8K	Hold	1,147	–	–	﹤0.01%	1171
2022 Q4	$62K	Hold	1,147	–	–	﹤0.01%	917
2022 Q3	$68K	Sell	1,147 -78	-6%	-$5.15K	﹤0.01%	848
2022 Q2	$67K	Hold	1,225	–	–	﹤0.01%	1179
2022 Q1	$86K	Hold	1,225	–	–	﹤0.01%	1218
2021 Q4	$156K	Hold	1,225	–	–	﹤0.01%	1210
2021 Q3	$164K	Hold	1,225	–	–	﹤0.01%	1000
2021 Q2	$130K	Hold	1,225	–	–	﹤0.01%	1094
2021 Q1	$104K	Buy	+1,225	New	+$115K	﹤0.01%	1388

Other funds holding VICR

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return