Genesis Private Wealth, LLC Vanguard Mid Cap ETF Transaction History
Genesis Private Wealth, LLC
- $322 Billion
- Q4 2025
A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 17,708 shares of VO stock, worth $5.08 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
17,708
Previous 1,190
1388.07%
Holding current value
$5.08 Million
Previous $350 Million
1370.19%
% of portfolio
1.59%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,514Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio