Geneos Wealth Management Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 772 shares of IVOO stock, worth $82,403. This represents 0.0% of its overall portfolio holdings.

Number of Shares
772
Previous 280 175.71%
Holding current value
$82,403
Previous $27,000 200.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$97.05 - $106.1 $47,748 - $52,201
492 Added 175.71%
772 $81,000
Q4 2023

Jan 26, 2024
SELL
$78.64 - $94.88 $5,268 - $6,356
-67 Reduced 19.31%
280 $26,000
Q2 2023

Aug 08, 2023
BUY
$81.37 - $88.56 $5,451 - $5,933
67 Added 23.93%
347 $30,000
Q1 2023

Apr 25, 2023
BUY
$80.26 - $183.76 $11,236 - $25,726
140 Added 100.0%
280 $23,000
Q2 2017

Sep 07, 2021
BUY
N/A
140
140 $16,000

Others Institutions Holding IVOO

# of Institutions
270
Shares Held
10.4M
Call Options Held
3.5K
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

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