Genesis Private Wealth, LLC VANGUARD MUN BD FDS Transaction History

Genesis Private Wealth, LLC

  • $322 Billion
  • Q4 2025
Number of Shares
12,653
Previous 8,778 44.14%
Holding current value
$1.28 Billion
Previous $881 Million 44.86%
% of portfolio
0.4%
Previous 0.37%

Shares

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

Jan 08, 2026
BUY
N/A
3,875 Added 44.14%
12,653 $1.28 Billion
Q3 2025

Oct 08, 2025
BUY
N/A
616 Added 7.55%
8,778 $881 Million
Q2 2025

Jul 17, 2025
SELL
N/A
-629 Reduced 7.16%
8,162 $804 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-16 Reduced 0.18%
8,791 $869 Million
Q4 2024

Jan 17, 2025
BUY
N/A
8,807 New
8,807 $875 Million
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