Spire Wealth Management Vanguard Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
A detailed history of Spire Wealth Management transactions in Vanguard stock. As of the latest transaction made, Spire Wealth Management holds 681,031 shares of VGSH stock, worth $39.9 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
681,031
Previous 682,020
0.15%
Holding current value
$39.9 Million
Previous $39.7 Million
0.73%
% of portfolio
1.32%
Previous 1.27%
Shares
17 transactions
Others Institutions Holding VGSH
# of Institutions
1,025Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio