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 29,826 shares of VOE stock, worth $5.01 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
29,826
Previous 29,328 1.7%
Holding current value
$5.01 Million
Previous $4.71 Billion 4.18%
% of portfolio
2.31%
Previous 2.5%

Shares

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

Jul 17, 2025

BUY
$141.87 - $164.49 $70,651 - $81,916
498 Added 1.7%
29,826 $4.91 Billion
Q1 2025

Apr 23, 2025

BUY
$156.61 - $168.02 $180,571 - $193,727
1,153 Added 4.09%
29,328 $4.71 Billion
Q4 2024

Jan 17, 2025

BUY
$160.89 - $176.18 $4.53 Million - $4.96 Million
28,175 New
28,175 $4.56 Billion

Others Institutions Holding VOE

About VANGUARD MID-CAP VALUE INDEX F


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

Track Genesis Private Wealth, LLC Portfolio

Follow Genesis Private Wealth, LLC 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 Genesis Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesis Private Wealth, LLC with notifications on news.