Genesis Private Wealth, LLC VANGUARD MUN BD FDS Transaction History

Genesis Private Wealth, LLC

  • $189 Billion
  • Q1 2025
Number of Shares
8,791
Previous 8,807 0.18%
Holding current value
$869 Million
Previous $875 Million 0.75%
% of portfolio
0.46%
Previous 0.48%

Shares

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

Apr 23, 2025
SELL
N/A
-16 Reduced 0.18%
8,791 $869 Million
Q4 2024

Jan 17, 2025
BUY
N/A
8,807 New
8,807 $875 Million
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