Genesis Wealth Advisors, LLC Vanguard Wellington Fd U S Qua Transaction History

Genesis Wealth Advisors, LLC

  • $123 Billion
  • Q1 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 52,069 shares of VFQY stock, worth $6.85 Million. This represents 5.64% of its overall portfolio holdings.

Number of Shares
52,069
Previous 49,042 6.17%
Holding current value
$6.85 Million
Previous $6.91 Billion 0.72%
% of portfolio
5.64%
Previous 6.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$131.8 - $147.86 $398,958 - $447,572
3,027 Added 6.17%
52,069 $6.96 Billion
Q4 2024

Feb 04, 2025
BUY
$139.44 - $150.37 $6.84 Million - $7.37 Million
49,042 New
49,042 $6.91 Billion

Others Institutions Holding VFQY

# of Institutions
92
Shares Held
1.04M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S QUA

VFQY Quotes by TradingView
  • Ticker VFQY
  • Sector ETFs
  • Industry ETFs
More about VFQY
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