Geneos Wealth Management Inc. Vanguard Intermediate Term Cor Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 7,286 shares of VCIT stock, worth $588,854. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,286

Previous 3,836 89.94%

Holding current value

$588,854

Previous $306,000 99.35%

% of portfolio

0.02%

Previous 0.01%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$79.29 - $84.02 $273,550 - $289,869	3,450 Added 89.94%	7,286 $610,000
Q2 2024 Jul 23, 2024	SELL	$77.99 - $80.49 $157,383 - $162,428	-2,018 Reduced 34.47%	3,836 $306,000
Q1 2024 May 03, 2024	SELL	$79.39 - $81.28 $198,316 - $203,037	-2,498 Reduced 29.91%	5,854 $471,000
Q4 2023 Jan 26, 2024	BUY	$73.81 - $81.64 $60,671 - $67,108	822 Added 10.92%	8,352 $678,000
Q3 2023 Oct 11, 2023	SELL	$75.83 - $79.4 $21,232 - $22,232	-280 Reduced 3.59%	7,530 $572,000
Q2 2023 Aug 08, 2023	BUY	$78.33 - $80.78 $134,962 - $139,183	1,723 Added 28.31%	7,810 $617,000
Q1 2023 Apr 25, 2023	BUY	$77.23 - $81.35 $140,404 - $147,894	1,818 Added 42.59%	6,087 $488,000
Q4 2022 Jan 30, 2023	SELL	$73.66 - $79.75 $104,818 - $113,484	-1,423 Reduced 25.0%	4,269 $330,000
Q3 2022 Nov 14, 2022	SELL	$74.85 - $82.96 $202,843 - $224,821	-2,710 Reduced 32.25%	5,692 $430,000
Q2 2022 Jul 22, 2022	SELL	$78.1 - $85.93 $14,995 - $16,498	-192 Reduced 2.23%	8,402 $0
Q1 2022 May 16, 2022	SELL	$85.05 - $92.24 $409,515 - $444,135	-4,815 Reduced 35.91%	8,594 $739,000
Q4 2021 Feb 09, 2022	BUY	$92.55 - $94.67 $235,539 - $240,935	2,545 Added 23.43%	13,409 $1.24 Million
Q3 2021 Nov 09, 2021	BUY	$94.41 - $96.13 $643,498 - $655,222	6,816 Added 168.38%	10,864 $1.03 Million
Q2 2021 Jul 08, 2021	SELL	$92.83 - $95.07 $821,174 - $840,989	-8,846 Reduced 68.61%	4,048 $384,000
Q1 2021 Jun 17, 2021	BUY	$92.62 - $97.02 $19,450 - $20,374	210 Added 1.66%	12,894 $1.21 Million
Q4 2020 May 19, 2021	BUY	$95.37 - $97.17 $869,869 - $886,287	9,121 Added 255.99%	12,684 $347,000
Q3 2020 Sep 07, 2021	SELL	$95.12 - $97.1 $17,121 - $17,478	-180 Reduced 4.81%	3,563 $340,000
Q2 2020 Sep 07, 2021	SELL	$86.24 - $95.36 $20,611 - $22,791	-239 Reduced 6.0%	3,743 $354,000
Q1 2020 Sep 07, 2021	SELL	$78.83 - $94.82 $66,926 - $80,502	-849 Reduced 17.57%	3,982 $341,000
Q4 2019 Sep 07, 2021	SELL	$90.42 - $91.79 $26,764 - $27,169	-296 Reduced 5.77%	4,831 $441,000
Q3 2019 Sep 07, 2021	SELL	$89.94 - $91.25 $10,612 - $10,767	-118 Reduced 2.25%	5,127 $467,000
Q2 2019 Sep 07, 2021	BUY	N/A	129 Added 2.52%	5,245 $471,000
Q1 2019 Sep 07, 2021	BUY	N/A	2,333 Added 83.83%	5,116 $444,000
Q4 2018 Sep 07, 2021	SELL	N/A	-3,847 Reduced 58.02%	2,783 $229,000
Q3 2018 Sep 07, 2021	BUY	N/A	1,862 Added 39.05%	6,630 $553,000
Q2 2018 Sep 07, 2021	SELL	N/A	-895 Reduced 15.8%	4,768 $398,000
Q1 2018 Sep 07, 2021	SELL	N/A	-1,572 Reduced 21.73%	5,663 $480,000
Q4 2017 Sep 07, 2021	SELL	N/A	-70,799 Reduced 90.73%	7,235 $632,000
Q3 2017 Sep 07, 2021	BUY	N/A	70,428 Added 925.95%	78,034 $6.87 Million
Q2 2017 Sep 07, 2021	BUY	N/A	107 Added 1.43%	7,606 $665,000
Q1 2017 Sep 07, 2021	BUY	N/A	1,190 Added 18.86%	7,499 $647,000
Q4 2016 Sep 07, 2021	SELL	N/A	-195 Reduced 3.0%	6,309 $540,000
Q3 2016 Sep 07, 2021	SELL	N/A	-198 Reduced 2.95%	6,504 $582,000
Q2 2016 Sep 07, 2021	SELL	N/A	-7,106 Reduced 51.46%	6,702 $598,000
Q1 2016 Sep 07, 2021	BUY	N/A	13,808	13,808 $1.2 Million

Others Institutions Holding VCIT

# of Institutions

1,166

Shares Held

486M

Call Options Held

37.7K

Put Options Held

125K

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About VANGUARD INTERMEDIATE-TERM COR

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Geneos Wealth Management Inc. Vanguard Intermediate Term Cor Transaction History