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

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025

A detailed history of Spire Wealth Management transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Spire Wealth Management holds 3,118 shares of IVOV stock, worth $297,394. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,118
Previous 4,769 34.62%
Holding current value
$297,394
Previous $438,000 32.19%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 04, 2025
SELL
$79.85 - $95.57 $131,832 - $157,786
-1,651 Reduced 34.62%
3,118 $297,000
Q4 2023

Feb 06, 2024
SELL
$71.8 - $88.58 $7,898 - $9,743
-110 Reduced 2.25%
4,769 $415,000
Q1 2023

May 09, 2023
BUY
$74.3 - $176.9 $233,376 - $555,642
3,141 Added 180.72%
4,879 $383,000
Q3 2022

Nov 07, 2022
SELL
$69.38 - $82.62 $52,035 - $61,965
-750 Reduced 30.14%
1,738 $241,000
Q2 2022

Jul 22, 2022
BUY
$70.08 - $84.23 $2,172 - $2,611
31 Added 1.26%
2,488 $360,000
Q1 2021

May 21, 2021
BUY
$64.65 - $80.34 $158,845 - $197,395
2,457 New
2,457 $384,000

Others Institutions Holding IVOV

# of Institutions
158
Shares Held
4.71M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
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