Spence Asset Management VANGUARD CORE PLUS BOND ETF Transaction History

Spence Asset Management

  • $489 Million
  • Q2 2025
Number of Shares
9,661
Previous 8,027 20.36%
Holding current value
$752,000
Previous $623,000 20.71%
% of portfolio
0.15%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
N/A
1,634 Added 20.36%
9,661 $752,000
Q1 2025

Apr 24, 2025
BUY
N/A
740 Added 10.16%
8,027 $623,000
Q4 2024

Jan 07, 2025
BUY
N/A
7,287 New
7,287 $0
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