Spire Wealth Management Vanguard S&P Mid Cap 400 ETF Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Spire Wealth Management holds 9,753 shares of IVOO stock, worth $1.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,753

Previous 10,365 5.9%

Holding current value

$1.02 Million

Previous $1.09 Million 6.03%

% of portfolio

0.03%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$104.52 - $115.08 $63,966 - $70,428	-612 Reduced 5.9%	9,753 $1.03 Million
Q3 2024 Oct 15, 2024	SELL	$97.05 - $106.1 $34,840 - $38,089	-359 Reduced 3.35%	10,365 $1.09 Million
Q2 2024 Jul 31, 2024	SELL	$95.6 - $102.96 $135,560 - $145,997	-1,418 Reduced 11.68%	10,724 $1.06 Million
Q1 2024 Apr 24, 2024	SELL	$90.9 - $103.01 $69,720 - $79,008	-767 Reduced 5.94%	12,142 $1.25 Million
Q4 2023 Feb 06, 2024	SELL	$78.64 - $94.88 $316,290 - $381,607	-4,022 Reduced 23.76%	12,909 $1.21 Million
Q3 2023 Nov 08, 2023	SELL	$83.66 - $92.16 $41,746 - $45,987	-499 Reduced 2.86%	16,931 $1.43 Million
Q2 2023 Aug 09, 2023	BUY	$81.37 - $88.56 $168,191 - $183,053	2,067 Added 13.45%	17,430 $1.54 Million
Q1 2023 May 09, 2023	BUY	$80.26 - $183.76 $830,129 - $1.9 Million	10,343 Added 206.04%	15,363 $1.3 Million
Q4 2022 Feb 03, 2023	BUY	$75.71 - $174.3 $143,773 - $330,995	1,899 Added 60.85%	5,020 $821,000
Q3 2022 Nov 07, 2022	BUY	$74.3 - $89.13 $165,614 - $198,670	2,229 Added 249.89%	3,121 $464,000
Q2 2022 Jul 22, 2022	BUY	$74.48 - $91.47 $21,971 - $26,983	295 Added 49.41%	892 $137,000
Q1 2022 Apr 18, 2022	SELL	$85.0 - $96.56 $17,425 - $19,794	-205 Reduced 25.56%	597 $162,000
Q4 2021 Jan 14, 2022	BUY	$89.97 - $98.34 $33,288 - $36,385	370 Added 85.65%	802 $154,000
Q3 2021 Oct 22, 2021	BUY	$86.83 - $93.77 $8,248 - $8,908	95 Added 28.19%	432 $77,000
Q2 2021 Jul 26, 2021	BUY	$88.32 - $93.52 $16,250 - $17,207	184 Added 120.26%	337 $61,000
Q1 2021 May 21, 2021	BUY	$76.54 - $90.63 $11,710 - $13,866	153 New	153 $41,000

Others Institutions Holding IVOO

# of Institutions

294

Shares Held

11.3M

Call Options Held

3.4K

Put Options Held

200

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

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Spire Wealth Management Vanguard S&P Mid Cap 400 ETF Transaction History