Spire Wealth Management Vanguard S&P Mid Cap 400 Value Transaction History

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024

A detailed history of Spire Wealth Management transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Spire Wealth Management holds 4,769 shares of IVOV stock, worth $475,612. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,769
Previous 4,769 -0.0%
Holding current value
$475,612
Previous $456,000 0.22%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$71.8 - $88.58 $7,898 - $9,743
-110 Reduced 2.25%
4,769 $415,000
Q1 2023

May 09, 2023
BUY
$74.3 - $176.9 $233,376 - $555,642
3,141 Added 180.72%
4,879 $383,000
Q3 2022

Nov 07, 2022
SELL
$69.38 - $82.62 $52,035 - $61,965
-750 Reduced 30.14%
1,738 $241,000
Q2 2022

Jul 22, 2022
BUY
$70.08 - $84.23 $2,172 - $2,611
31 Added 1.26%
2,488 $360,000
Q1 2021

May 21, 2021
BUY
$64.65 - $80.34 $158,845 - $197,395
2,457 New
2,457 $384,000

Others Institutions Holding IVOV

# of Institutions
138
Shares Held
4.41M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email