Genesis Private Wealth, LLC Vanguard Mid Cap Value Index F Transaction History
Genesis Private Wealth, LLC
- $238 Billion
- Q3 2025
A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 30,334 shares of VOE stock, worth $5.27 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
30,334
Previous 29,826
1.7%
Holding current value
$5.27 Million
Previous $4.91 Billion
7.96%
% of portfolio
2.23%
Previous 2.31%
Shares
4 transactions
Others Institutions Holding VOE
# of Institutions
1,256Shares Held
72.9MCall Options Held
30.9KPut Options Held
7.7K-
Morgan Stanley New York, NY4.76MShares$827 Million0.05% of portfolio
-
Assetmark, Inc4.41MShares$767 Million1.69% of portfolio
-
Betterment LLC New York, NY4.02MShares$699 Million1.39% of portfolio
-
Bank Of America Corp Charlotte, NC3.04MShares$528 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.64MShares$459 Million0.09% of portfolio