Genesis Private Wealth, LLC Vanguard Dividend Appreciation Transaction History

Genesis Private Wealth, LLC

  • $322 Billion
  • Q4 2025

A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 32,063 shares of VIG stock, worth $5.84 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
32,063
Previous 30,933 3.65%
Holding current value
$5.84 Million
Previous $6.68 Billion 5.57%
% of portfolio
2.19%
Previous 2.81%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
N/A
1,130 Added 3.65%
32,063 $7.05 Billion
Q3 2025

Oct 08, 2025
SELL
N/A
-536 Reduced 1.7%
30,933 $6.68 Billion
Q2 2025

Jul 17, 2025
BUY
N/A
1,224 Added 4.05%
31,469 $6.44 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
1,348 Added 4.66%
30,245 $5.87 Billion
Q4 2024

Jan 17, 2025
BUY
N/A
28,897 New
28,897 $5.66 Billion

Others Institutions Holding VIG

# of Institutions
2,668
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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