Spire Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Sell |
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|
2025
Q1 | $934K | Sell |
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|
2024
Q4 | $991K | Buy |
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|
2024
Q3 | $329K | Hold |
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|
2024
Q2 | $312K | Buy |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $229K | Hold |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $197K | Hold |
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|
2022
Q3 | $185K | Sell |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $576K | Sell |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $523K | Buy |
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|
2021
Q2 | $469K | Hold |
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|
2021
Q1 | $433K | Buy |
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