Geneos Wealth Management Inc. Vanguard Dividend Appreciation Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 19,066 shares of VIG stock, worth $3.47 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
19,066
Previous 18,894 0.91%
Holding current value
$3.47 Million
Previous $3.44 Million 0.9%
% of portfolio
0.09%
Previous 0.09%

Shares

40 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
172 Added 0.91%
19,066 $3.47 Million
Q2 2025

Aug 18, 2025
BUY
N/A
3,810 Added 25.26%
18,894 $3.44 Million
Q1 2025

May 21, 2025
SELL
N/A
-4,847 Reduced 24.32%
15,084 $2.75 Million
Q1 2025

May 07, 2025
BUY
N/A
5,968 Added 42.74%
19,931 $3.63 Million
Q4 2024

Jan 21, 2025
BUY
N/A
1,740 Added 14.24%
13,963 $2.54 Million
Q3 2024

Nov 14, 2024
SELL
$182.15 - $182.15 $110,200 - $110,200
-605 Reduced 4.72%
12,223 $2.23 Million
Q2 2024

Jul 23, 2024
BUY
$173.33 - $185.29 $98,798 - $105,615
570 Added 4.65%
12,828 $2.34 Million
Q1 2024

May 03, 2024
SELL
$168.47 - $182.98 $357,156 - $387,917
-2,120 Reduced 14.74%
12,258 $2.24 Million
Q4 2023

Jan 26, 2024
BUY
$150.16 - $171.16 $349,722 - $398,631
2,329 Added 19.33%
14,378 $2.45 Million
Q3 2023

Oct 11, 2023
SELL
$155.38 - $166.95 $247,831 - $266,285
-1,595 Reduced 11.69%
12,049 $1.87 Million
Q2 2023

Aug 08, 2023
BUY
$152.74 - $162.43 $224,527 - $238,772
1,470 Added 12.07%
13,644 $2.22 Million
Q1 2023

Apr 25, 2023
SELL
$147.24 - $158.33 $334,087 - $359,250
-2,269 Reduced 15.71%
12,174 $1.87 Million
Q4 2022

Jan 30, 2023
BUY
$144.84 - $158.71 $263,463 - $288,693
1,819 Added 14.41%
14,443 $2.19 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-10,907 Reduced 46.35%
12,624 $1.71 Million
Q2 2022

Jul 22, 2022
BUY
N/A
1,208 Added 5.41%
23,531 $0
Q1 2022

May 16, 2022
SELL
N/A
-71,107 Reduced 76.11%
22,323 $3.62 Million
Q4 2021

Feb 09, 2022
BUY
N/A
73,374 Added 365.85%
93,430 $16 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-734 Reduced 3.53%
20,056 $3.11 Million
Q2 2021

Jul 08, 2021
SELL
N/A
-20,588 Reduced 49.76%
20,790 $3.26 Million
Q1 2021

Jun 17, 2021
SELL
N/A
-1,516 Reduced 3.53%
41,378 $6.33 Million
Q4 2020

May 19, 2021
BUY
N/A
21,474 Added 100.25%
42,894 $3.62 Million
Q3 2020

Sep 07, 2021
SELL
N/A
-1,553 Reduced 6.76%
21,420 $2.72 Million
Q2 2020

Sep 07, 2021
SELL
N/A
-2,765 Reduced 10.74%
22,973 $2.63 Million
Q1 2020

Sep 07, 2021
SELL
N/A
-3,071 Reduced 10.66%
25,738 $2.62 Million
Q4 2019

Sep 07, 2021
BUY
N/A
3,983 Added 16.04%
28,809 $3.6 Million
Q3 2019

Sep 07, 2021
BUY
N/A
10,593 Added 74.43%
24,826 $2.95 Million
Q2 2019

Sep 07, 2021
BUY
N/A
594 Added 4.36%
14,233 $1.64 Million
Q1 2019

Sep 07, 2021
SELL
N/A
-125 Reduced 0.91%
13,639 $1.5 Million
Q4 2018

Sep 07, 2021
SELL
N/A
-1,705 Reduced 11.02%
13,764 $1.33 Million
Q3 2018

Sep 07, 2021
BUY
N/A
4,076 Added 35.78%
15,469 $1.71 Million
Q2 2018

Sep 07, 2021
SELL
N/A
-1,629 Reduced 12.51%
11,393 $1.16 Million
Q1 2018

Sep 07, 2021
SELL
N/A
-1,047 Reduced 7.44%
13,022 $1.32 Million
Q4 2017

Sep 07, 2021
BUY
N/A
2,331 Added 19.86%
14,069 $1.44 Million
Q3 2017

Sep 07, 2021
BUY
N/A
368 Added 3.24%
11,738 $1.11 Million
Q2 2017

Sep 07, 2021
BUY
N/A
2,175 Added 23.65%
11,370 $1.05 Million
Q1 2017

Sep 07, 2021
SELL
N/A
-331 Reduced 3.47%
9,195 $827,000
Q4 2016

Sep 07, 2021
BUY
N/A
145 Added 1.55%
9,526 $811,000
Q3 2016

Sep 07, 2021
SELL
N/A
-1,704 Reduced 15.37%
9,381 $787,000
Q2 2016

Sep 07, 2021
SELL
N/A
-292 Reduced 2.57%
11,085 $923,000
Q1 2016

Sep 07, 2021
BUY
N/A
11,377
11,377 $931,000

Others Institutions Holding VIG

# of Institutions
2,655
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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