Spire Wealth Management Vanguard Wellington Fd Transaction History

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$94.55 - $105.02 $87,269 - $96,933
-923 Reduced 46.59%
1,058 $110,000
Q3 2023

Nov 08, 2023
BUY
$96.17 - $101.92 $25,581 - $27,110
266 Added 15.51%
1,981 $190,000
Q2 2023

Aug 09, 2023
BUY
$96.61 - $100.48 $19,611 - $20,397
203 Added 13.43%
1,715 $171,000
Q1 2023

May 09, 2023
BUY
$94.88 - $101.05 $115,279 - $122,775
1,215 Added 409.09%
1,512 $148,000
Q4 2022

Feb 03, 2023
BUY
$89.6 - $102.86 $26,611 - $30,549
297 New
297 $29,000

Others Institutions Holding VFMV

# of Institutions
44
Shares Held
627K
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD

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