Spire Wealth Management Vanguard Total World Stk Index Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Spire Wealth Management holds 22,350 shares of VT stock, worth $2.65 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

22,350

Previous 22,001 1.59%

Holding current value

$2.65 Million

Previous $2.48 Million 7.99%

% of portfolio

0.09%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$107.72 - $119.96 $37,594 - $41,866	349 Added 1.59%	22,350 $2.68 Million
Q2 2024 Jul 31, 2024	SELL	$104.94 - $113.51 $450,612 - $487,411	-4,294 Reduced 16.33%	22,001 $2.48 Million
Q1 2024 Apr 24, 2024	BUY	$100.68 - $110.5 $291,267 - $319,676	2,893 Added 12.36%	26,295 $2.91 Million
Q4 2023 Feb 06, 2024	SELL	$88.97 - $103.1 $233,902 - $271,049	-2,629 Reduced 10.1%	23,402 $2.41 Million
Q3 2023 Nov 08, 2023	SELL	$92.79 - $100.59 $1,763 - $1,911	-19 Reduced 0.07%	26,031 $2.43 Million
Q2 2023 Aug 09, 2023	SELL	$91.33 - $98.06 $25,755 - $27,652	-282 Reduced 1.07%	26,050 $2.53 Million
Q1 2023 May 09, 2023	BUY	$86.24 - $94.55 $525,460 - $576,093	6,093 Added 30.11%	26,332 $2.42 Million
Q4 2022 Feb 03, 2023	SELL	$78.67 - $91.07 $157,969 - $182,868	-2,008 Reduced 9.03%	20,239 $1.74 Million
Q3 2022 Nov 07, 2022	SELL	$78.88 - $94.48 $452,850 - $542,409	-5,741 Reduced 20.51%	22,247 $1.76 Million
Q2 2022 Jul 22, 2022	SELL	$83.88 - $102.77 $468,134 - $573,559	-5,581 Reduced 16.63%	27,988 $2.39 Million
Q1 2022 Apr 18, 2022	BUY	$93.8 - $108.09 $169,215 - $194,994	1,804 Added 5.68%	33,569 $3.4 Million
Q4 2021 Jan 14, 2022	SELL	$101.45 - $109.23 $214,668 - $231,130	-2,116 Reduced 6.25%	31,765 $3.41 Million
Q3 2021 Oct 22, 2021	BUY	$101.52 - $107.65 $447,906 - $474,951	4,412 Added 14.97%	33,881 $3.45 Million
Q2 2021 Jul 26, 2021	SELL	$98.57 - $104.51 $4,139 - $4,389	-42 Reduced 0.14%	29,469 $3.05 Million
Q1 2021 May 21, 2021	BUY	$92.05 - $98.71 $2.72 Million - $2.91 Million	29,511 New	29,511 $2.87 Million

Others Institutions Holding VT

# of Institutions

998

Shares Held

88.1M

Call Options Held

149K

Put Options Held

44.9K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Spire Wealth Management Vanguard Total World Stk Index Transaction History