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 $979,981. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,753

Previous 10,365 5.9%

Holding current value

$979,981

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

295

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

More about IVOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

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