Geneos Wealth Management Inc. Vanguard Russell 2000 Value Et Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 40 shares of VTWV stock, worth $6,378. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40
Previous 20 100.0%
Holding current value
$6,378
Previous $2,000 150.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 18, 2025
BUY
$116.09 - $139.09 $2,321 - $2,781
20 Added 100.0%
40 $5,000
Q1 2025

May 21, 2025
SELL
$131.51 - $149.24 $2,630 - $2,984
-20 Reduced 50.0%
20 $2,000
Q1 2025

May 07, 2025
BUY
$131.51 - $149.24 $2,630 - $2,984
20 Added 100.0%
40 $5,000
Q4 2021

Feb 09, 2022
SELL
$138.09 - $155.08 $21,127 - $23,727
-153 Reduced 88.44%
20 $2,000
Q3 2021

Nov 09, 2021
SELL
$133.97 - $146.64 $32,688 - $35,780
-244 Reduced 58.51%
173 $24,000
Q2 2019

Sep 07, 2021
SELL
N/A
-191 Reduced 31.41%
417 $43,000
Q1 2019

Sep 07, 2021
BUY
N/A
10 Added 1.67%
608 $63,000
Q3 2018

Sep 07, 2021
SELL
N/A
-203 Reduced 25.34%
598 $68,000
Q2 2018

Sep 07, 2021
SELL
N/A
-209 Reduced 20.69%
801 $91,000
Q1 2018

Sep 07, 2021
SELL
N/A
-218 Reduced 17.75%
1,010 $107,000
Q4 2017

Sep 07, 2021
SELL
N/A
-191 Reduced 13.46%
1,228 $134,000
Q3 2017

Sep 07, 2021
BUY
N/A
66 Added 4.88%
1,419 $152,000
Q2 2017

Sep 07, 2021
SELL
N/A
-58 Reduced 4.11%
1,353 $139,000
Q1 2017

Sep 07, 2021
BUY
N/A
148 Added 11.72%
1,411 $144,000
Q4 2016

Sep 07, 2021
BUY
N/A
1,263
1,263 $130,000

Others Institutions Holding VTWV

# of Institutions
166
Shares Held
2.52M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 2000 VALUE ET

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