Gen Wealth Partners Inc Vanguard Total World Stk Index Transaction History

Gen Wealth Partners Inc

$240 Billion
Q1 2025

A detailed history of Gen Wealth Partners Inc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Gen Wealth Partners Inc holds 16 shares of VT stock, worth $1,973. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 60 73.33%

Holding current value

$1,973

Previous $7.1 Million 73.9%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$115.08 - $123.97 $5,063 - $5,454	-44 Reduced 73.33%	16 $1.85 Million
Q4 2024 Feb 14, 2025	BUY	$117.09 - $123.07 $468 - $492	4 Added 7.14%	60 $7.1 Million
Q3 2024 Nov 13, 2024	BUY	$107.72 - $119.96 $430 - $479	4 Added 7.69%	56 $6.67 Million
Q2 2024 Aug 13, 2024	BUY	$104.94 - $113.51 $419 - $454	4 Added 8.33%	52 $5.81 Million
Q1 2024 May 15, 2024	BUY	$100.68 - $110.5 $4,832 - $5,304	48 New	48 $5.35 Million

Others Institutions Holding VT

# of Institutions

1,108

Shares Held

110M

Call Options Held

337K

Put Options Held

118K

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About VANGUARD TOTAL WORLD STK INDEX

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Gen Wealth Partners Inc Vanguard Total World Stk Index Transaction History