Genesis Wealth Advisors, LLC Vanguard Wellington Fd U S Qua Transaction History

Genesis Wealth Advisors, LLC

  • $133 Billion
  • Q2 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 55,131 shares of VFQY stock, worth $8.3 Million. This represents 5.94% of its overall portfolio holdings.

Number of Shares
55,131
Previous 52,069 5.88%
Holding current value
$8.3 Million
Previous $6.96 Billion 13.86%
% of portfolio
5.94%
Previous 5.64%

Shares

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

Jul 15, 2025
BUY
$118.46 - $143.72 $362,724 - $440,070
3,062 Added 5.88%
55,131 $7.92 Billion
Q1 2025

May 05, 2025
BUY
$131.8 - $147.86 $398,958 - $447,572
3,027 Added 6.17%
52,069 $6.96 Billion
Q4 2024

Feb 04, 2025
BUY
$139.44 - $150.37 $6.84 Million - $7.37 Million
49,042 New
49,042 $6.91 Billion

Others Institutions Holding VFQY

# of Institutions
97
Shares Held
1.14M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S QUA

VFQY Quotes by TradingView
  • Ticker VFQY
  • Sector ETFs
  • Industry ETFs
More about VFQY
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