SWM
Spire Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Sell |
35,206
-16,533
| -32% | -$9.39M | 0.72% | 29 |
|
|
2025
Q1 | $26.6M | Buy |
51,739
+19,620
| +61% | +$10.1M | 0.85% | 20 |
|
|
2024
Q4 | $17.3M | Sell |
32,119
-2,206
| -6% | -$1.19M | 0.54% | 37 |
|
|
2024
Q3 | $18.1M | Buy |
34,325
+5,861
| +21% | +$3.09M | 0.61% | 35 |
|
|
2024
Q2 | $14.2M | Sell |
28,464
-9,859
| -26% | -$4.93M | 0.5% | 41 |
|
|
2024
Q1 | $18.4M | Buy |
38,323
+5,347
| +16% | +$2.57M | 0.33% | 69 |
|
|
2023
Q4 | $14.6M | Buy |
32,976
+8,379
| +34% | +$3.71M | 0.48% | 44 |
|
|
2023
Q3 | $9.66M | Buy |
24,597
+1,426
| +6% | +$560K | 0.37% | 63 |
|
|
2023
Q2 | $9.44M | Sell |
23,171
-12,819
| -36% | -$5.22M | 0.35% | 63 |
|
|
2023
Q1 | $13.5M | Sell |
35,990
-35,468
| -50% | -$13.3M | 0.53% | 35 |
|
|
2022
Q4 | $25.1M | Buy |
71,458
+172
| +0.2% | +$60.4K | 1.41% | 13 |
|
|
2022
Q3 | $23.4M | Sell |
71,286
-26,623
| -27% | -$8.74M | 1.42% | 13 |
|
|
2022
Q2 | $34M | Sell |
97,909
-47,201
| -33% | -$16.4M | 1.4% | 9 |
|
|
2022
Q1 | $60.3M | Buy |
145,110
+121,592
| +517% | +$50.5M | 1.61% | 5 |
|
|
2021
Q4 | $10.3M | Buy |
23,518
+3,281
| +16% | +$1.43M | 0.23% | 119 |
|
|
2021
Q3 | $7.99M | Buy |
20,237
+2,235
| +12% | +$882K | 0.21% | 122 |
|
|
2021
Q2 | $7.08M | Buy |
18,002
+1,305
| +8% | +$513K | 0.19% | 133 |
|
|
2021
Q1 | $6.04M | Buy |
+16,697
| New | +$6.04M | 0.16% | 142 |
|