Spire Wealth Management’s Vital Farms VITL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,500	Closed	-$77.7K	–	2379
2026 Q1	$77.7K	Hold	5,500	–	–	﹤0.01%	1045
2025 Q4	$176K	Sell	5,500 -1,800	-25%	-$63.3K	0.01%	830
2025 Q3	$300K	Hold	7,300	–	–	0.01%	669
2025 Q2	$281K	Sell	7,300 -4,500	-38%	-$152K	0.01%	676
2025 Q1	$360K	Hold	11,800	–	–	0.01%	667
2024 Q4	$445K	Buy	11,800 +4,700	+66%	+$167K	0.01%	582
2024 Q3	$249K	Buy	7,100 +200	+3%	+$7.07K	0.01%	682
2024 Q2	$323K	Buy	+6,900	New	+$238K	0.01%	593

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return