Spire Wealth Management Vanguard Global Ex U.S. Real Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	SELL	$39.39 - $42.14 $191,868 - $205,263	-4,871 Reduced 94.95%	259 $10,000
Q2 2023 Aug 09, 2023	BUY	$39.33 - $42.29 $192,913 - $207,432	4,905 Added 2180.0%	5,130 $206,000
Q1 2023 May 09, 2023	BUY	$39.78 - $45.12 $8,950 - $10,152	225 New	225 $9,000
Q2 2022 Jul 22, 2022	SELL	$43.46 - $52.84 $14,428 - $17,542	-332 Reduced 93.79%	22 $1,000
Q1 2022 Apr 18, 2022	BUY	$49.07 - $54.16 $17,370 - $19,172	354 New	354 $18,000
Q3 2021 Oct 22, 2021	SELL	$56.15 - $60.07 $17,181 - $18,381	-306 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$56.02 - $60.85 $5,658 - $6,145	101 Added 49.27%	306 $18,000
Q1 2021 May 21, 2021	BUY	$53.06 - $56.29 $10,877 - $11,539	205 New	205 $11,000

Others Institutions Holding VNQI

# of Institutions

383

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$653 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$507 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$258 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$60 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$58.8 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
Sector ETFs
Industry ETFs

More about VNQI

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.