Spire Wealth Management Vanguard Financial ETF Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Vanguard Financial ETF stock. As of the latest transaction made, Spire Wealth Management holds 1,839 shares of VFH stock, worth $220,422. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,839

Previous 982 87.27%

Holding current value

$220,422

Previous $98,000 106.12%

% of portfolio

0.01%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$99.27 - $111.21 $85,074 - $95,306	857 Added 87.27%	1,839 $202,000
Q2 2024 Jul 31, 2024	SELL	$95.9 - $103.0 $187,484 - $201,365	-1,955 Reduced 66.56%	982 $98,000
Q1 2024 Apr 24, 2024	BUY	$90.62 - $102.39 $152,785 - $172,629	1,686 Added 134.77%	2,937 $300,000
Q4 2023 Feb 06, 2024	BUY	$75.97 - $92.67 $27,956 - $34,102	368 Added 41.68%	1,251 $115,000
Q3 2023 Nov 08, 2023	BUY	$80.32 - $86.71 $4,096 - $4,422	51 Added 6.13%	883 $70,000
Q2 2023 Aug 09, 2023	BUY	$74.65 - $81.49 $2,239 - $2,444	30 Added 3.74%	832 $67,000
Q1 2023 May 09, 2023	SELL	$74.95 - $90.64 $23,234 - $28,098	-310 Reduced 27.88%	802 $62,000
Q4 2022 Feb 03, 2023	BUY	$74.7 - $88.6 $1,942 - $2,303	26 Added 2.39%	1,112 $92,000
Q3 2022 Nov 07, 2022	SELL	$74.44 - $88.21 $5,806 - $6,880	-78 Reduced 6.7%	1,086 $81,000
Q2 2022 Jul 22, 2022	SELL	$75.42 - $93.29 $89,146 - $110,268	-1,182 Reduced 50.38%	1,164 $90,000
Q1 2022 Apr 18, 2022	SELL	$87.26 - $101.75 $27,137 - $31,644	-311 Reduced 11.7%	2,346 $219,000
Q4 2021 Jan 14, 2022	BUY	$92.72 - $100.95 $50,996 - $55,522	550 Added 26.1%	2,657 $257,000
Q3 2021 Oct 22, 2021	BUY	$86.32 - $96.09 $66,380 - $73,893	769 Added 57.47%	2,107 $195,000
Q2 2021 Jul 26, 2021	SELL	$85.53 - $94.49 $33,698 - $37,229	-394 Reduced 22.75%	1,338 $121,000
Q1 2021 May 21, 2021	BUY	$71.74 - $86.71 $124,253 - $150,181	1,732 New	1,732 $147,000

Others Institutions Holding VFH

# of Institutions

688

Shares Held

52.3M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Spire Wealth Management Vanguard Financial ETF Transaction History