Genesis Private Wealth, LLC VANGUARD MUN BD FDS Transaction History

Genesis Private Wealth, LLC

  • $238 Billion
  • Q3 2025
Number of Shares
8,778
Previous 8,162 7.55%
Holding current value
$881 Million
Previous $804 Million 9.48%
% of portfolio
0.37%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
BUY
N/A
616 Added 7.55%
8,778 $881 Million
Q2 2025

Jul 17, 2025
SELL
N/A
-629 Reduced 7.16%
8,162 $804 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-16 Reduced 0.18%
8,791 $869 Million
Q4 2024

Jan 17, 2025
BUY
N/A
8,807 New
8,807 $875 Million
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