Genesis Private Wealth, LLC Vanguard Mid Cap Growth Index Transaction History
Genesis Private Wealth, LLC
- $238 Billion
- Q3 2025
A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 21,308 shares of VOT stock, worth $5.96 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
21,308
Previous 21,156
0.72%
Holding current value
$5.96 Million
Previous $6.02 Billion
4.05%
% of portfolio
2.63%
Previous 2.83%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
1,148Shares Held
41.3MCall Options Held
15KPut Options Held
9.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$868 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.93MShares$819 Million0.05% of portfolio
-
Assetmark, Inc2.16MShares$604 Million1.39% of portfolio
-
Royal Bank Of Canada Toronto, A61.97MShares$552 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.93MShares$539 Million0.04% of portfolio