Ownership history in GENESIS PRIVATE WEALTH, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which GENESIS PRIVATE WEALTH, LLC reported a position in VANGUARD SCOTTSDALE FDS (VGIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 67,203 | +5,226 | +8.4% | 1.25% | $4.0M | $59.57 |
| 2025 Q3 | ADDED | 61,977 | +2,019 | +3.4% | 1.56% | $3.7M | $58.92 |
| 2025 Q2 | ADDED | 59,958 | +93 | +0.2% | 1.69% | $3.6M | $58.14 |
| 2025 Q1 | ADDED | 59,865 | +2,239 | +3.9% | 1.89% | $3.6M | $57.19 |
| 2024 Q4 | INITIATED | 57,626 | — | — | 1.84% | $3.3M | $55.49 |
As of 2025 Q4 — sorted by position size