Geneos Wealth Management Inc. Vanguard Scottsdale Fds Total Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Scottsdale Fds Total stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 100 shares of VTC stock, worth $7,559. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Previous 100 -0.0%

Holding current value

$7,559

Previous $7,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$75.53 - $77.5 $12,915 - $13,252	-171 Reduced 63.1%	100 $7,000
Q4 2023 Jan 26, 2024	BUY	$70.34 - $77.88 $12,028 - $13,317	171 Added 171.0%	271 $20,000
Q3 2023 Oct 11, 2023	BUY	$72.44 - $75.97 $7,244 - $7,597	100 New	100 $7,000
Q3 2022 Nov 14, 2022	SELL	$71.96 - $79.68 $21,156 - $23,425	-294 Reduced 89.91%	33 $2,000
Q2 2022 Jul 22, 2022	BUY	$75.46 - $83.76 $2,037 - $2,261	27 Added 9.0%	327 $0
Q1 2022 May 16, 2022	SELL	$82.2 - $89.95 $6,165 - $6,746	-75 Reduced 20.0%	300 $25,000
Q3 2021 Nov 09, 2021	BUY	$91.24 - $93.18 $9,124 - $9,318	100 Added 36.36%	375 $34,000
Q2 2021 Jul 08, 2021	SELL	$89.4 - $92.0 $1.8 Million - $1.86 Million	-20,166 Reduced 98.65%	275 $25,000
Q1 2021 Jun 17, 2021	BUY	$88.48 - $93.81 $1.78 Million - $1.89 Million	20,166 Added 7333.09%	20,441 $1.84 Million
Q3 2020 Sep 07, 2021	BUY	$91.92 - $94.6 $6,894 - $7,095	75 Added 37.5%	275 $25,000
Q2 2020 Sep 07, 2021	BUY	$83.72 - $91.88 $16,744 - $18,376	200 New	200 $18,000

Others Institutions Holding VTC

# of Institutions

119

Shares Held

8.77M

Call Options Held

Put Options Held

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About VANGUARD SCOTTSDALE FDS TOTAL

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Geneos Wealth Management Inc. Vanguard Scottsdale Fds Total Transaction History