Spire Wealth Management Vanguard Lg Trm Corp Bd ETF Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	SELL	$67.66 - $81.06 $77,741 - $93,137	-1,149 Reduced 67.08%	564 $45,000
Q3 2023 Nov 08, 2023	BUY	$71.62 - $78.79 $56,293 - $61,928	786 Added 84.79%	1,713 $122,000
Q2 2023 Aug 09, 2023	BUY	$75.81 - $80.59 $2,956 - $3,143	39 Added 4.39%	927 $72,000
Q1 2023 May 09, 2023	BUY	$75.56 - $82.45 $19,721 - $21,519	261 Added 41.63%	888 $70,000
Q4 2022 Feb 03, 2023	BUY	$69.36 - $81.2 $39,465 - $46,202	569 Added 981.03%	627 $47,000
Q2 2022 Jul 22, 2022	SELL	$78.88 - $94.44 $4,575 - $5,477	-58 Reduced 50.0%	58 $5,000
Q1 2022 Apr 18, 2022	SELL	$90.35 - $104.23 $5,149 - $5,941	-57 Reduced 32.95%	116 $11,000
Q4 2021 Jan 14, 2022	BUY	$103.94 - $108.97 $13,096 - $13,730	126 Added 268.09%	173 $18,000
Q1 2021 May 21, 2021	BUY	$98.85 - $110.32 $4,645 - $5,185	47 New	47 $5,000

Others Institutions Holding VCLT

# of Institutions

353

Shares Held

133M

Call Options Held

52.4K

Put Options Held

58K

Prudential PLC London, England, X0

76.6M
Shares

$5.77 Billion
31.76% of portfolio
Morgan Stanley New York, NY

4.64M
Shares

$350 Million
0.03% of portfolio
Vanguard Group Inc Valley Forge, PA

4.55M
Shares

$343 Million
0.01% of portfolio
State Of Tennessee, Treasury Department Nashville, TN

3.92M
Shares

$295 Million
1.14% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

2.83M
Shares

$213 Million
4.27% of portfolio

About VANGUARD LG-TRM CORP BD ETF

Ticker VCLT
Sector ETFs
Industry ETFs

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