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

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 448 shares of IVOV stock, worth $45,015. This represents 0.0% of its overall portfolio holdings.

Number of Shares
448
Previous 224 100.0%
Holding current value
$45,015
Previous $20,000 110.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
BUY
$79.85 - $95.57 $17,886 - $21,407
224 Added 100.0%
448 $42,000
Q1 2025

May 21, 2025
SELL
$89.89 - $100.28 $20,135 - $22,462
-224 Reduced 50.0%
224 $20,000
Q1 2025

May 07, 2025
BUY
$89.89 - $100.28 $20,135 - $22,462
224 Added 100.0%
448 $41,000
Q1 2023

Apr 25, 2023
BUY
$74.3 - $176.9 $8,321 - $19,812
112 Added 100.0%
224 $17,000
Q2 2017

Sep 07, 2021
BUY
N/A
112 New
112 $12,000
Q3 2016

Sep 07, 2021
SELL
N/A
-15 Closed
0 $0
Q2 2016

Sep 07, 2021
BUY
N/A
15
15 $1,000

Others Institutions Holding IVOV

# of Institutions
166
Shares Held
4.8M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

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