Spire Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
5,803
-263
| -4% | -$73.6K | 0.06% | 271 |
|
|
2025
Q1 | $1.57M | Sell |
6,066
-257
| -4% | -$66.5K | 0.05% | 305 |
|
|
2024
Q4 | $1.67M | Buy |
6,323
+1,707
| +37% | +$451K | 0.05% | 269 |
|
|
2024
Q3 | $1.22M | Sell |
4,616
-55
| -1% | -$14.5K | 0.04% | 332 |
|
|
2024
Q2 | $1.13M | Sell |
4,671
-23,309
| -83% | -$5.64M | 0.04% | 322 |
|
|
2024
Q1 | $6.99M | Buy |
27,980
+22,835
| +444% | +$5.71M | 0.13% | 118 |
|
|
2023
Q4 | $1.18M | Buy |
5,145
+310
| +6% | +$71K | 0.04% | 330 |
|
|
2023
Q3 | $1.01M | Sell |
4,835
-199
| -4% | -$41.4K | 0.04% | 322 |
|
|
2023
Q2 | $1.11M | Sell |
5,034
-74
| -1% | -$16.3K | 0.04% | 331 |
|
|
2023
Q1 | $1.08M | Buy |
5,108
+1,811
| +55% | +$382K | 0.04% | 328 |
|
|
2022
Q4 | $672K | Sell |
3,297
-1,148
| -26% | -$234K | 0.04% | 298 |
|
|
2022
Q3 | $836K | Sell |
4,445
-4,083
| -48% | -$768K | 0.05% | 240 |
|
|
2022
Q2 | $1.68M | Sell |
8,528
-38,671
| -82% | -$7.62M | 0.07% | 228 |
|
|
2022
Q1 | $11.5M | Sell |
47,199
-10,006
| -17% | -$2.44M | 0.31% | 85 |
|
|
2021
Q4 | $14.6M | Buy |
57,205
+3,809
| +7% | +$974K | 0.32% | 82 |
|
|
2021
Q3 | $12.6M | Buy |
53,396
+2,974
| +6% | +$704K | 0.33% | 85 |
|
|
2021
Q2 | $12M | Sell |
50,422
-7
| -0% | -$1.67K | 0.32% | 83 |
|
|
2021
Q1 | $11.1M | Buy |
+50,429
| New | +$11.1M | 0.3% | 92 |
|