Geneos Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $215K | Sell |
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|
2025
Q2 | $239K | Sell |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $185K | Buy |
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|
2024
Q3 | $180K | Buy |
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|
2024
Q2 | $164K | Buy |
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|
2024
Q1 | $154K | Buy |
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|
2023
Q4 | $132K | Buy |
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|
2023
Q3 | $111K | Sell |
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|
2023
Q2 | $116K | Sell |
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|
2023
Q1 | $114K | Buy |
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|
2022
Q4 | $106K | Sell |
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|
2022
Q3 | $104K | Sell |
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|
2022
Q2 | $179K | Buy |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $245K | Buy |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $33.8M | Buy |
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|
2020
Q4 | $143K | Buy |
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|
2020
Q3 | $51K | Buy |
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|
2020
Q2 | $46K | Buy |
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|
2020
Q1 | $38K | Buy |
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|
2019
Q4 | $49K | Buy |
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|
2019
Q3 | $3K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $37K | Buy |
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