Geneos Wealth Management Inc. Vanguard Mid Cap Growth Index Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,191 shares of VOT stock, worth $1.27 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,191

Previous 5,363 3.21%

Holding current value

$1.27 Million

Previous $1.31 Million 0.92%

% of portfolio

0.05%

Previous 0.05%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$241.48 - $274.89 $41,534 - $47,281	-172 Reduced 3.21%	5,191 $1.32 Million
Q3 2024 Nov 14, 2024	BUY	$218.05 - $243.47 $712,587 - $795,659	3,268 Added 155.99%	5,363 $1.31 Million
Q2 2024 Jul 23, 2024	BUY	$218.75 - $234.97 $14,000 - $15,038	64 Added 3.15%	2,095 $480,000
Q1 2024 May 03, 2024	SELL	$212.21 - $235.79 $3,607 - $4,008	-17 Reduced 0.83%	2,031 $478,000
Q4 2023 Jan 26, 2024	SELL	$180.9 - $221.2 $40,521 - $49,548	-224 Reduced 9.86%	2,048 $449,000
Q3 2023 Oct 11, 2023	BUY	$191.65 - $213.93 $11,115 - $12,407	58 Added 2.62%	2,272 $442,000
Q2 2023 Aug 08, 2023	BUY	$186.22 - $205.77 $64,990 - $71,813	349 Added 18.71%	2,214 $455,000
Q1 2023 Apr 25, 2023	BUY	$177.43 - $203.61 $39,744 - $45,608	224 Added 13.65%	1,865 $363,000
Q4 2022 Jan 30, 2023	BUY	$165.84 - $193.83 $11,774 - $13,761	71 Added 4.52%	1,641 $294,000
Q3 2022 Nov 14, 2022	SELL	$170.12 - $208.72 $87,952 - $107,908	-517 Reduced 24.77%	1,570 $267,000
Q2 2022 Jul 22, 2022	SELL	$167.96 - $227.2 $151,164 - $204,480	-900 Reduced 30.13%	2,087 $0
Q1 2022 May 16, 2022	SELL	$199.76 - $251.37 $160,207 - $201,598	-802 Reduced 21.17%	2,987 $665,000
Q4 2021 Feb 09, 2022	SELL	$234.3 - $265.79 $155,106 - $175,952	-662 Reduced 14.87%	3,789 $964,000
Q3 2021 Nov 09, 2021	SELL	$230.42 - $251.05 $66,130 - $72,051	-287 Reduced 6.06%	4,451 $1.06 Million
Q2 2021 Jul 08, 2021	SELL	$210.91 - $237.31 $1.59 Million - $1.79 Million	-7,559 Reduced 61.47%	4,738 $1.13 Million
Q1 2021 Jun 17, 2021	BUY	$204.75 - $230.34 $102,784 - $115,630	502 Added 4.26%	12,297 $2.77 Million
Q4 2020 May 19, 2021	BUY	$178.76 - $215.29 $1.63 Million - $1.96 Million	9,100 Added 337.66%	11,795 $955,000
Q3 2020 Sep 07, 2021	SELL	$166.29 - $188.98 $33,258 - $37,796	-200 Reduced 6.91%	2,695 $475,000
Q1 2020 Sep 07, 2021	SELL	$108.51 - $170.49 $10,308 - $16,196	-95 Reduced 3.18%	2,895 $364,000
Q4 2019 Sep 07, 2021	BUY	$144.1 - $159.03 $10,663 - $11,768	74 Added 2.54%	2,990 $475,000
Q3 2019 Sep 07, 2021	BUY	$147.12 - $150.91 $3,089 - $3,169	21 Added 0.73%	2,916 $429,000
Q2 2019 Sep 07, 2021	SELL	N/A	-33 Reduced 1.13%	2,895 $432,000
Q1 2019 Sep 07, 2021	BUY	N/A	692 Added 30.95%	2,928 $418,000
Q3 2018 Sep 07, 2021	SELL	N/A	-200 Reduced 8.21%	2,236 $318,000
Q2 2018 Sep 07, 2021	BUY	N/A	500 Added 25.83%	2,436 $327,000
Q1 2018 Sep 07, 2021	BUY	N/A	762 Added 64.91%	1,936 $250,000
Q4 2017 Sep 07, 2021	BUY	N/A	853 Added 265.73%	1,174 $149,000
Q2 2017 Sep 07, 2021	BUY	N/A	6 Added 1.9%	321 $37,000
Q1 2017 Sep 07, 2021	BUY	N/A	100 Added 46.51%	315 $35,000
Q4 2016 Sep 07, 2021	BUY	N/A	200 Added 1333.33%	215 $22,000
Q1 2016 Sep 07, 2021	BUY	N/A	15	15 $1,000

Others Institutions Holding VOT

# of Institutions

1,058

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

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About VANGUARD MID-CAP GROWTH INDEX

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Geneos Wealth Management Inc. Vanguard Mid Cap Growth Index Transaction History