Spire Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Sell |
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|
2025
Q1 | $26.6M | Buy |
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|
2024
Q4 | $17.3M | Sell |
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|
2024
Q3 | $18.1M | Buy |
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|
2024
Q2 | $14.2M | Sell |
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|
2024
Q1 | $18.4M | Buy |
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|
2023
Q4 | $14.6M | Buy |
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|
2023
Q3 | $9.66M | Buy |
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|
2023
Q2 | $9.44M | Sell |
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|
2023
Q1 | $13.5M | Sell |
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|
2022
Q4 | $25.1M | Buy |
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|
2022
Q3 | $23.4M | Sell |
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|
2022
Q2 | $34M | Sell |
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|
2022
Q1 | $60.3M | Buy |
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|
2021
Q4 | $10.3M | Buy |
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|
2021
Q3 | $7.99M | Buy |
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|
2021
Q2 | $7.08M | Buy |
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|
2021
Q1 | $6.04M | Buy |
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