Geneos Wealth Management Inc. Vanguard Wellington Fd Us Mult Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Wellington Fd Us Mult stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 19,637 shares of VFMF stock, worth $2.67 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
19,637
Previous 50,957 61.46%
Holding current value
$2.67 Million
Previous $6.44 Million 61.47%
% of portfolio
0.09%
Previous 0.18%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$122.86 - $137.9 $3.85 Million - $4.32 Million
-31,320 Reduced 61.46%
19,637 $2.48 Million
Q1 2025

May 07, 2025
BUY
$122.86 - $137.9 $4.98 Million - $5.59 Million
40,570 Added 390.58%
50,957 $6.44 Million
Q4 2024

Jan 21, 2025
SELL
$128.97 - $141.41 $724,037 - $793,875
-5,614 Reduced 35.09%
10,387 $1.36 Million
Q3 2024

Nov 14, 2024
BUY
$119.93 - $131.26 $2,278 - $2,493
19 Added 0.12%
16,001 $2.09 Million
Q2 2024

Jul 23, 2024
SELL
$118.86 - $126.62 $1.04 Million - $1.11 Million
-8,771 Reduced 35.43%
15,982 $1.96 Million
Q1 2024

May 03, 2024
SELL
$112.07 - $126.89 $269,864 - $305,551
-2,408 Reduced 8.87%
24,753 $3.14 Million
Q4 2023

Jan 26, 2024
SELL
$97.57 - $116.14 $282,562 - $336,341
-2,896 Reduced 9.64%
27,161 $3.12 Million
Q3 2023

Oct 11, 2023
SELL
$101.85 - $108.9 $191,783 - $205,058
-1,883 Reduced 5.9%
30,057 $3.1 Million
Q2 2023

Aug 08, 2023
BUY
$94.37 - $103.91 $50,016 - $55,072
530 Added 1.69%
31,940 $3.32 Million
Q1 2023

Apr 25, 2023
BUY
$94.65 - $105.82 $2.97 Million - $3.32 Million
31,410 New
31,410 $3.11 Million
Q1 2022

May 16, 2022
SELL
$99.15 - $109.02 $139,504 - $153,391
-1,407 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$100.52 - $109.96 $71,570 - $78,291
712 Added 102.45%
1,407 $150,000
Q3 2021

Nov 09, 2021
BUY
$95.23 - $103.78 $66,184 - $72,127
695 New
695 $70,000

Others Institutions Holding VFMF

# of Institutions
84
Shares Held
1.35M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD US MULT

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