Gen Wealth Group, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Gen Wealth Group, Inc.

$432 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 11, 2024	SELL	$71.95 - $85.41 $78,209 - $92,840	-1,087 Reduced 3.82%	27,397 $2.33 Million
Q3 2023 Nov 13, 2023	SELL	$74.65 - $81.1 $14,855 - $16,138	-199 Reduced 0.69%	28,484 $2.14 Million
Q2 2023 Jul 13, 2023	BUY	$70.39 - $78.35 $9,854 - $10,969	140 Added 0.49%	28,683 $2.25 Million
Q1 2023 Apr 11, 2023	BUY	$65.27 - $73.55 $13,837 - $15,592	212 Added 0.75%	28,543 $2.05 Million
Q4 2022 Jan 19, 2023	SELL	$62.41 - $70.74 $443,922 - $503,173	-7,113 Reduced 20.07%	28,331 $0
Q3 2022 Oct 14, 2022	BUY	$62.91 - $76.54 $903,198 - $1.1 Million	14,357 Added 68.08%	35,444 $2.23 Million
Q2 2022 Jul 28, 2022	BUY	$63.97 - $82.17 $160,244 - $205,835	2,505 Added 13.48%	21,087 $1.4 Million
Q1 2022 May 05, 2022	BUY	$74.15 - $88.3 $658,377 - $784,015	8,879 Added 91.51%	18,582 $1.51 Million
Q4 2021 Feb 10, 2022	BUY	$79.7 - $88.45 $287,398 - $318,950	3,606 Added 59.14%	9,703 $852,000
Q3 2021 Oct 19, 2021	BUY	$79.36 - $84.88 $483,857 - $517,513	6,097 New	6,097 $488,000

Others Institutions Holding ESGV

# of Institutions

544

Shares Held

27.2M

Call Options Held

700

Put Options Held

0

About VANGUARD WORLD FD ESG U.S. STO

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