A detailed history of Gen Financial Management, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Gen Financial Management, Inc. holds 2,224 shares of VB stock, worth $534,026. This represents 0.43% of its overall portfolio holdings.

Number of Shares
2,224
Previous 3,740 40.53%
Holding current value
$534,026
Previous $829 Million 36.43%
% of portfolio
0.43%
Previous 0.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025

SELL
$193.73 - $237.37 $293,694 - $359,852
-1,516 Reduced 40.53%
2,224 $527 Million
Q1 2025

Apr 16, 2025

BUY
$217.89 - $252.64 $19,827 - $22,990
91 Added 2.49%
3,740 $829 Million
Q4 2024

Jan 24, 2025

BUY
$233.76 - $261.58 $852,990 - $954,505
3,649 New
3,649 $877 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Gen Financial Management, Inc. Portfolio

Follow Gen Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gen Financial Management, Inc. with notifications on news.