GEN Financial Management’s Vanguard Total World Stock ETF VT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.13M	Sell	8,759 -892	-9%	-$115K	0.92%	17
2025 Q1	$1.12M	Buy	9,651 +232	+2%	+$26.9K	0.76%	13
2024 Q4	$1.11M	Buy	+9,419	New	+$1.11M	0.72%	16