Genesis Private Wealth, LLC Vanguard Mid Cap Value Index F Transaction History
Genesis Private Wealth, LLC
- $212 Billion
- Q2 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 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
Others Institutions Holding VOE
# of Institutions
1,221Shares Held
70.7MCall Options Held
42.8KPut Options Held
2.8K-
Morgan Stanley New York, NY4.57MShares$768 Million0.05% of portfolio
-
Betterment LLC New York, NY4.29MShares$721 Million1.63% of portfolio
-
Assetmark, Inc4.1MShares$689 Million1.82% of portfolio
-
Royal Bank Of Canada Toronto, A63.26MShares$548 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$517 Million0.04% of portfolio