Genesis Private Wealth, LLC Vanguard Mid Cap ETF Transaction History
Genesis Private Wealth, LLC
- $189 Billion
- Q1 2025
A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 1,176 shares of VO stock, worth $297,610. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,176
Previous 1,288
8.7%
Holding current value
$297,610
Previous $340 Million
10.6%
% of portfolio
0.16%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,333Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.67 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.41 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.19 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.94 Billion0.15% of portfolio