Genesis Private Wealth, LLC Vanguard Growth ETF Transaction History
Genesis Private Wealth, LLC
- $212 Billion
- Q2 2025
A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 1,290 shares of VUG stock, worth $621,057. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,290
Previous 1,284
0.47%
Holding current value
$621,057
Previous $476 Million
18.78%
% of portfolio
0.27%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,764Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.01 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.42 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.91 Billion1.09% of portfolio