Spire Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$94K	Buy	429 +101	+31%	+$21.8K	﹤0.01%	994
2026 Q1	$66.9K	Sell	328 -20	-6%	-$4.19K	﹤0.01%	1090
2025 Q4	$71.4K	Buy	348 +1	+0.3%	+$202	﹤0.01%	1079
2025 Q3	$69.2K	Buy	347 +2	+0.6%	+$388	﹤0.01%	1127
2025 Q2	$65.2K	Sell	345 -434	-56%	-$78.2K	﹤0.01%	1116
2025 Q1	$144K	Buy	779 +4	+0.5%	+$748	﹤0.01%	913
2024 Q4	$143K	Buy	775 +29	+4%	+$5.56K	﹤0.01%	925
2024 Q3	$142K	Buy	746 +1	+0.1%	+$184	﹤0.01%	818
2024 Q2	$131K	Sell	745 -4,539	-86%	-$800K	﹤0.01%	829
2024 Q1	$954K	Buy	5,284 +4,558	+628%	+$783K	0.02%	389
2023 Q4	$121K	Buy	726 +3	+0.4%	+$466	﹤0.01%	939
2023 Q3	$108K	Buy	723 +1	+0.1%	+$156	﹤0.01%	934
2023 Q2	$112K	Buy	722 +10	+1%	+$1.49K	﹤0.01%	937
2023 Q1	$104K	Buy	712 +282	+66%	+$41.2K	﹤0.01%	955
2022 Q4	$60K	Hold	430	–	–	﹤0.01%	928
2022 Q3	$53K	Sell	430 -463	-52%	-$63.4K	﹤0.01%	936
2022 Q2	$119K	Sell	893 -672	-43%	-$96K	﹤0.01%	976
2022 Q1	$236K	Buy	1,565 +1	+0.1%	+$149	0.01%	823
2021 Q4	$237K	Buy	1,564 +3	+0.2%	+$441	0.01%	1016
2021 Q3	$220K	Hold	1,561	–	–	0.01%	883
2021 Q2	$223K	Buy	1,561 +1	+0.1%	+$143	0.01%	900
2021 Q1	$213K	Buy	+1,560	New	+$203K	0.01%	1037

Other funds holding VOOV

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

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

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return