Vanguard Personalized Indexing Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Buy |
8,974
+1,018
| +13% | +$74.3K | 0.01% | 1071 |
|
|
2025
Q1 | $623K | Sell |
7,956
-119
| -1% | -$9.31K | 0.01% | 1013 |
|
|
2024
Q4 | $548K | Buy |
8,075
+1,303
| +19% | +$88.4K | 0.01% | 1069 |
|
|
2024
Q3 | $456K | Buy |
6,772
+900
| +15% | +$60.6K | 0.01% | 1134 |
|
|
2024
Q2 | $322K | Sell |
5,872
-40
| -0.7% | -$2.19K | 0.01% | 1241 |
|
|
2024
Q1 | $363K | Sell |
5,912
-2,637
| -31% | -$162K | 0.01% | 1182 |
|
|
2023
Q4 | $533K | Buy |
8,549
+3,402
| +66% | +$212K | 0.01% | 965 |
|
|
2023
Q3 | $291K | Buy |
+5,147
| New | +$291K | 0.01% | 1138 |
|
|
2023
Q2 | – | Sell |
-6,244
| Closed | -$438K | – | 1520 |
|
|
2023
Q1 | $438K | Buy |
+6,244
| New | +$438K | 0.02% | 938 |
|
|
2022
Q3 | – | Sell |
-2,910
| Closed | -$216K | – | 1302 |
|
|
2022
Q2 | $216K | Buy |
+2,910
| New | +$216K | 0.01% | 1116 |
|