Number of Shares
51,739.00
Current Holdings Value*
$26.59 Mil
% of Portfolio
0.85%
Total Estimate Gain
$2.63 Mil
% of Total Estimate Gain
3.35%

Spire Wealth Management's Vanguard S&P 500 ETF Holding Summary

As of 2025-03-31, Spire Wealth Management held 51,739.00 shares of Vanguard S&P 500 ETF(VOO), totaling $26.59 Mil. This investment constitutes 0.85% of their stock portfolio, and Spire Wealth Management now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.

The initial trade took place in 2021Q1. And since then Spire Wealth Management has made 10 purchases of VOO, at an average price of $422.05, for a total of 185,915.00 shares. In addition, there have been 6 sales at an average price of $381.94 for 134,176.00 shares. Based on historical transaction data and VOO's current price of $576.92, Spire Wealth Management's estimated gain on his VOO holdings is $2.63 Mil, reflecting a 3.35% gain to date.

Spire Wealth Management VOO ($576.92) Holding Chart

Spire Wealth Management VOO ($576.92) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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