Geneos Wealth Management Inc. Vanguard Small Cap ETF Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 13,857 shares of VB stock, worth $3.33 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,857
Previous 4,920 181.65%
Holding current value
$3.33 Million
Previous $1.09 Million 181.58%
% of portfolio
0.11%
Previous 0.03%

Shares

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

May 21, 2025
BUY
$217.89 - $252.64 $1.95 Million - $2.26 Million
8,937 Added 181.65%
13,857 $3.07 Million
Q1 2025

May 07, 2025
SELL
$217.89 - $252.64 $1.24 Million - $1.44 Million
-5,699 Reduced 53.67%
4,920 $1.09 Million
Q4 2024

Jan 21, 2025
BUY
$233.76 - $261.58 $558,218 - $624,653
2,388 Added 29.01%
10,619 $2.55 Million
Q3 2024

Nov 14, 2024
BUY
$214.77 - $237.72 $1.34 Million - $1.48 Million
6,238 Added 313.0%
8,231 $1.95 Million
Q2 2024

Jul 23, 2024
BUY
$210.76 - $226.94 $28,452 - $30,636
135 Added 7.27%
1,993 $434,000
Q1 2024

May 03, 2024
SELL
$204.0 - $228.59 $99,348 - $111,323
-487 Reduced 20.77%
1,858 $424,000
Q4 2023

Jan 26, 2024
SELL
$175.26 - $215.9 $396,788 - $488,797
-2,264 Reduced 49.12%
2,345 $500,000
Q3 2023

Oct 11, 2023
SELL
$186.24 - $208.75 $2,234 - $2,505
-12 Reduced 0.26%
4,609 $871,000
Q2 2023

Aug 08, 2023
BUY
$181.26 - $198.89 $327,718 - $359,593
1,808 Added 64.27%
4,621 $919,000
Q1 2023

Apr 25, 2023
BUY
$179.51 - $208.76 $30,337 - $35,280
169 Added 6.39%
2,813 $533,000
Q4 2022

Jan 30, 2023
SELL
$172.82 - $196.57 $3,629 - $4,127
-21 Reduced 0.79%
2,644 $485,000
Q3 2022

Nov 14, 2022
SELL
$170.45 - $206.62 $159,711 - $193,602
-937 Reduced 26.01%
2,665 $455,000
Q2 2022

Jul 22, 2022
SELL
$170.7 - $214.67 $15,021 - $18,890
-88 Reduced 2.38%
3,602 $0
Q1 2022

May 16, 2022
BUY
$198.73 - $227.97 $150,438 - $172,573
757 Added 25.81%
3,690 $784,000
Q4 2021

Feb 09, 2022
SELL
$215.13 - $239.37 $18,501 - $20,585
-86 Reduced 2.85%
2,933 $663,000
Q3 2021

Nov 09, 2021
SELL
$211.9 - $229.42 $20,978 - $22,712
-99 Reduced 3.18%
3,019 $670,000
Q2 2021

Jul 08, 2021
SELL
$211.77 - $228.05 $4.25 Million - $4.58 Million
-20,067 Reduced 86.55%
3,118 $704,000
Q1 2021

Jun 17, 2021
SELL
$191.53 - $223.48 $105,916 - $123,584
-553 Reduced 2.33%
23,185 $5.16 Million
Q4 2020

May 19, 2021
BUY
$156.0 - $196.91 $3.33 Million - $4.2 Million
21,327 Added 884.57%
23,738 $649,000
Q3 2020

Sep 07, 2021
SELL
$143.34 - $162.04 $172,868 - $195,420
-1,206 Reduced 33.34%
2,411 $363,000
Q2 2020

Sep 07, 2021
SELL
$106.26 - $156.76 $45,266 - $66,779
-426 Reduced 10.54%
3,617 $509,000
Q1 2020

Sep 07, 2021
BUY
$98.45 - $170.48 $16,539 - $28,640
168 Added 4.34%
4,043 $462,000
Q4 2019

Sep 07, 2021
SELL
$149.04 - $166.74 $2,831 - $3,168
-19 Reduced 0.49%
3,875 $642,000
Q3 2019

Sep 07, 2021
BUY
$153.32 - $158.01 $40,783 - $42,030
266 Added 7.33%
3,894 $597,000
Q2 2019

Sep 07, 2021
BUY
N/A
368 Added 11.29%
3,628 $568,000
Q1 2019

Sep 07, 2021
BUY
N/A
81 Added 2.55%
3,260 $498,000
Q4 2018

Sep 07, 2021
SELL
N/A
-333 Reduced 9.48%
3,179 $415,000
Q3 2018

Sep 07, 2021
BUY
N/A
561 Added 19.01%
3,512 $571,000
Q2 2018

Sep 07, 2021
SELL
N/A
-104 Reduced 3.4%
2,951 $459,000
Q1 2018

Sep 07, 2021
BUY
N/A
69 Added 2.31%
3,055 $448,000
Q4 2017

Sep 07, 2021
SELL
N/A
-57 Reduced 1.87%
2,986 $441,000
Q3 2017

Sep 07, 2021
BUY
N/A
56 Added 1.87%
3,043 $430,000
Q2 2017

Sep 07, 2021
BUY
N/A
1,102 Added 58.46%
2,987 $404,000
Q1 2017

Sep 07, 2021
SELL
N/A
-16 Reduced 0.84%
1,885 $251,000
Q4 2016

Sep 07, 2021
SELL
N/A
-108 Reduced 5.38%
1,901 $245,000
Q3 2016

Sep 07, 2021
BUY
N/A
682 Added 51.39%
2,009 $245,000
Q2 2016

Sep 07, 2021
SELL
N/A
-404 Reduced 23.34%
1,327 $153,000
Q1 2016

Sep 07, 2021
BUY
N/A
1,731
1,731 $193,000

Others Institutions Holding VB

# of Institutions
2,370
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
View Full List

About VANGUARD SMALL-CAP ETF

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  • Ticker VB
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More about VB
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