Geneos Wealth Management Inc. Vanguard S&P 500 Value ETF Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 425 shares of VOOV stock, worth $84,655. This represents 0.0% of its overall portfolio holdings.

Number of Shares
425
Previous 395 7.59%
Holding current value
$84,655
Previous $72,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
BUY
$162.65 - $188.71 $4,879 - $5,661
30 Added 7.59%
425 $80,000
Q1 2025

May 21, 2025
SELL
$179.71 - $192.06 $24,979 - $26,696
-139 Reduced 26.03%
395 $72,000
Q1 2025

May 07, 2025
BUY
$179.71 - $192.06 $35,223 - $37,643
196 Added 57.99%
534 $98,000
Q3 2024

Nov 14, 2024
BUY
$175.0 - $190.72 $24,325 - $26,510
139 Added 69.85%
338 $64,000
Q1 2024

May 03, 2024
BUY
$165.39 - $180.47 $10,915 - $11,911
66 Added 49.62%
199 $35,000
Q4 2023

Jan 26, 2024
BUY
$142.76 - $168.38 $18,987 - $22,394
133 New
133 $22,000
Q1 2022

May 16, 2022
SELL
$142.52 - $153.78 $16,104 - $17,377
-113 Closed
0 $0
Q3 2020

Sep 07, 2021
BUY
$103.15 - $114.14 $11,655 - $12,897
113 New
113 $12,000
Q2 2020

Sep 07, 2021
SELL
$88.97 - $115.84 $44,662 - $58,151
-502 Closed
0 $0
Q1 2020

Sep 07, 2021
BUY
$79.29 - $127.26 $28,782 - $46,195
363 Added 261.15%
502 $46,000
Q4 2019

Sep 07, 2021
BUY
$111.31 - $125.71 $15,472 - $17,473
139 New
139 $17,000

Others Institutions Holding VOOV

# of Institutions
440
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P 500 VALUE ETF

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