Vance Wealth, Inc. Spdr Portfolio Transaction History

Vance Wealth, Inc.

$263 Million
Q3 2024

A detailed history of Vance Wealth, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Vance Wealth, Inc. holds 31,283 shares of SPYG stock, worth $2.69 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

31,283

Previous 32,357 3.32%

Holding current value

$2.69 Million

Previous $2.59 Million 0.08%

% of portfolio

0.99%

Previous 1.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$73.38 - $84.1 $78,810 - $90,323	-1,074 Reduced 3.32%	31,283 $2.59 Million
Q2 2024 Aug 02, 2024	SELL	$68.71 - $80.95 $57,991 - $68,321	-844 Reduced 2.54%	32,357 $2.59 Million
Q1 2024 Apr 30, 2024	SELL	$63.12 - $73.73 $37,177 - $43,426	-589 Reduced 1.74%	33,201 $2.43 Million
Q4 2023 Feb 05, 2024	BUY	$57.02 - $65.3 $20,242 - $23,181	355 Added 1.06%	33,790 $2.2 Million
Q3 2023 Nov 03, 2023	SELL	$58.97 - $62.89 $39,332 - $41,947	-667 Reduced 1.96%	33,435 $1.98 Million
Q2 2023 Aug 02, 2023	BUY	$54.76 - $61.01 $40,796 - $45,452	745 Added 2.23%	34,102 $2.08 Million
Q1 2023 May 10, 2023	SELL	$49.61 - $55.36 $26,739 - $29,839	-539 Reduced 1.59%	33,357 $1.85 Million
Q4 2022 Jan 27, 2023	BUY	$49.14 - $55.07 $1.67 Million - $1.87 Million	33,896 New	33,896 $0

Others Institutions Holding SPYG

# of Institutions

1,086

Shares Held

283M

Call Options Held

461K

Put Options Held

35.8K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.

Account