Geo Wealth Management, LLC Vanguard Industrial ETF Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,475 shares of VIS stock, worth $636,891. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,475
Previous 2,486 0.44%
Holding current value
$636,891
Previous $584,000 10.1%
% of portfolio
0.02%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$232.12 - $260.07 $2,553 - $2,860
-11 Reduced 0.44%
2,475 $643,000
Q1 2024

May 15, 2024
SELL
$212.18 - $244.15 $527,479 - $606,956
-2,486 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$212.18 - $244.15 $4,880 - $5,615
23 Added 0.93%
2,486 $606,000
Q4 2023

Feb 13, 2024
BUY
$183.76 - $221.15 $452,600 - $544,692
2,463 New
2,463 $542,000
Q1 2022

May 13, 2022
SELL
$180.53 - $205.34 $99,110 - $112,731
-549 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$189.71 - $207.5 $184,398 - $201,690
-972 Reduced 63.91%
549 $113,000
Q3 2021

Nov 12, 2021
BUY
$187.89 - $201.13 $285,780 - $305,918
1,521 New
1,521 $286,000

Others Institutions Holding VIS

# of Institutions
493
Shares Held
12.6M
Call Options Held
2.4K
Put Options Held
0
View Full List

About VANGUARD INDUSTRIAL ETF

VIS Quotes by TradingView
  • Ticker VIS
  • Sector ETFs
  • Industry ETFs
More about VIS
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email