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

Genesis Wealth Advisors, LLC

$142 Billion
Q3 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 55,856 shares of VFQY stock, worth $8.32 Million. This represents 5.94% of its overall portfolio holdings.

Number of Shares

55,856

Previous 55,131 1.32%

Holding current value

$8.32 Million

Previous $7.92 Billion 6.32%

% of portfolio

5.94%

Previous 5.94%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$142.94 - $152.69 $103,631 - $110,700	725 Added 1.32%	55,856 $8.42 Billion
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

Shares Held

1.14M

Call Options Held

Put Options Held

View Full List

About VANGUARD WELLINGTON FD U S QUA

Ticker VFQY
Sector ETFs
Industry ETFs

More about VFQY

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