Spire Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Sell |
3,378
-256
| -7% | -$73K | 0.03% | 368 |
|
|
2025
Q1 | $934K | Sell |
3,634
-39
| -1% | -$10K | 0.03% | 417 |
|
|
2024
Q4 | $991K | Buy |
3,673
+2,425
| +194% | +$654K | 0.03% | 395 |
|
|
2024
Q3 | $329K | Hold |
1,248
| – | – | 0.01% | 621 |
|
|
2024
Q2 | $312K | Buy |
1,248
+176
| +16% | +$43.9K | 0.01% | 603 |
|
|
2024
Q1 | $257K | Sell |
1,072
-137
| -11% | -$32.8K | ﹤0.01% | 707 |
|
|
2023
Q4 | $268K | Buy |
1,209
+80
| +7% | +$17.7K | 0.01% | 685 |
|
|
2023
Q3 | $221K | Hold |
1,129
| – | – | 0.01% | 688 |
|
|
2023
Q2 | $229K | Hold |
1,129
| – | – | 0.01% | 686 |
|
|
2023
Q1 | $211K | Hold |
1,129
| – | – | 0.01% | 708 |
|
|
2022
Q4 | $197K | Hold |
1,129
| – | – | 0.01% | 566 |
|
|
2022
Q3 | $185K | Sell |
1,129
-1,020
| -47% | -$167K | 0.01% | 552 |
|
|
2022
Q2 | $370K | Sell |
2,149
-612
| -22% | -$105K | 0.02% | 568 |
|
|
2022
Q1 | $576K | Sell |
2,761
-92
| -3% | -$19.2K | 0.02% | 527 |
|
|
2021
Q4 | $631K | Buy |
2,853
+248
| +10% | +$54.9K | 0.01% | 611 |
|
|
2021
Q3 | $523K | Buy |
2,605
+268
| +11% | +$53.8K | 0.01% | 574 |
|
|
2021
Q2 | $469K | Hold |
2,337
| – | – | 0.01% | 627 |
|
|
2021
Q1 | $433K | Buy |
+2,337
| New | +$433K | 0.01% | 713 |
|