Spire Wealth Management Vanguard Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
A detailed history of Spire Wealth Management transactions in Vanguard stock. As of the latest transaction made, Spire Wealth Management holds 288,779 shares of VGSH stock, worth $17 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
288,779
Previous 681,031
57.6%
Holding current value
$17 Million
Previous $40 Million
57.53%
% of portfolio
0.63%
Previous 1.32%
Shares
18 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
286MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio