Genesis Private Wealth, LLC Vanguard Dividend Appreciation Transaction History

Genesis Private Wealth, LLC

  • $212 Billion
  • Q2 2025

A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 31,469 shares of VIG stock, worth $5.73 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares
31,469
Previous 30,245 4.05%
Holding current value
$5.73 Million
Previous $5.87 Billion 9.78%
% of portfolio
3.03%
Previous 3.11%

Shares

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

Jul 17, 2025
BUY
N/A
1,224 Added 4.05%
31,469 $6.44 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
1,348 Added 4.66%
30,245 $5.87 Billion
Q4 2024

Jan 17, 2025
BUY
N/A
28,897 New
28,897 $5.66 Billion

Others Institutions Holding VIG

# of Institutions
2,572
Shares Held
220M
Call Options Held
572K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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