A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 657 shares of VV stock, worth $174,762. This represents 0.01% of its overall portfolio holdings.

Number of Shares
657
Previous 644 2.02%
Holding current value
$174,762
Previous $154,000 6.49%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$227.27 - $251.65 $2,954 - $3,271
13 Added 2.02%
657 $164,000
Q1 2024

May 03, 2024

BUY
$214.62 - $240.49 $7,940 - $8,898
37 Added 6.1%
644 $154,000
Q4 2023

Jan 26, 2024

BUY
$188.0 - $219.17 $7,520 - $8,766
40 Added 7.05%
607 $132,000
Q3 2023

Oct 11, 2023

SELL
$195.09 - $209.59 $1,365 - $1,467
-7 Reduced 1.22%
567 $110,000
Q2 2023

Aug 08, 2023

SELL
$184.38 - $202.72 $7,006 - $7,703
-38 Reduced 6.21%
574 $116,000
Q1 2023

Apr 25, 2023

BUY
$172.79 - $190.36 $172 - $190
1 Added 0.16%
612 $114,000
Q4 2022

Jan 30, 2023

SELL
$162.98 - $185.93 $4,237 - $4,834
-26 Reduced 4.08%
611 $106,000
Q3 2022

Nov 14, 2022

SELL
$163.56 - $196.95 $64,769 - $77,992
-396 Reduced 38.33%
637 $104,000
Q2 2022

Jul 22, 2022

BUY
$167.29 - $210.78 $1,672 - $2,107
10 Added 0.98%
1,033 $0
Q1 2022

May 16, 2022

SELL
$191.25 - $221.63 $35,572 - $41,223
-186 Reduced 15.38%
1,023 $213,000
Q4 2021

Feb 09, 2022

BUY
$200.26 - $221.75 $400 - $443
2 Added 0.17%
1,209 $267,000
Q3 2021

Nov 09, 2021

BUY
$199.12 - $212.29 $398 - $424
2 Added 0.17%
1,207 $245,000
Q2 2021

Jul 08, 2021

SELL
$187.36 - $200.75 $32.2 Million - $34.5 Million
-171,873 Reduced 99.3%
1,205 $245,000
Q1 2021

Jun 17, 2021

BUY
$173.39 - $186.2 $25.8 Million - $27.7 Million
148,776 Added 612.2%
173,078 $33.8 Million
Q4 2020

May 19, 2021

BUY
$152.54 - $175.74 $3.66 Million - $4.21 Million
23,966 Added 7132.74%
24,302 $143,000
Q3 2020

Sep 07, 2021

BUY
$144.11 - $166.66 $144 - $166
1 Added 0.3%
336 $51,000
Q2 2020

Sep 07, 2021

BUY
$113.24 - $149.5 $226 - $299
2 Added 0.6%
335 $46,000
Q1 2020

Sep 07, 2021

BUY
$102.61 - $156.13 $102 - $156
1 Added 0.3%
333 $38,000
Q4 2019

Sep 07, 2021

BUY
$132.26 - $148.31 $40,603 - $45,531
307 Added 1228.0%
332 $49,000
Q3 2019

Sep 07, 2021

BUY
$135.59 - $138.25 $3,389 - $3,456
25 New
25 $3,000
Q2 2017

Sep 07, 2021

SELL
N/A
-344 Closed
0 $0
Q1 2017

Sep 07, 2021

BUY
N/A
344
344 $37,000

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.