Spire Wealth Management VB Holdings History
Spire Wealth Management's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Spire Wealth Management held 10,930.00 shares of Vanguard Small Cap ETF(VB), totaling $2.42 Mil. This investment constitutes 0.08% of their stock portfolio, and Spire Wealth Management now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2021Q1. And since then Spire Wealth Management has made 5 purchases of VB, at an average price of $198.12, for a total of 54,179.00 shares. In addition, there have been 11 sales at an average price of $229.13 for 43,249.00 shares. Based on historical transaction data and VB's current price of $243.27, Spire Wealth Management's estimated gain on his VB holdings is $1.83 Mil, reflecting a 17.09% gain to date.
Spire Wealth Management VB ($243.27) Holding Chart
Spire Wealth Management VB ($243.27) 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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