Geneos Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $169K | Sell |
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|
2025
Q2 | $195K | Sell |
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|
2025
Q1 | $285K | Buy |
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|
2024
Q4 | $144K | Hold |
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|
2024
Q3 | $147K | Hold |
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|
2024
Q2 | $138K | Hold |
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|
2024
Q1 | $136K | Sell |
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|
2023
Q4 | $149K | Hold |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $140K | Hold |
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|
2023
Q1 | $133K | Sell |
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|
2022
Q4 | $127K | Sell |
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|
2022
Q3 | $121K | Sell |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $183K | Sell |
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|
2021
Q4 | $196K | Sell |
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|
2021
Q3 | $189K | Hold |
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|
2021
Q2 | $192K | Sell |
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|
2021
Q1 | $1.93M | Sell |
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|
2020
Q4 | $177K | Buy |
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|
2020
Q3 | $167K | Hold |
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|
2020
Q2 | $154K | Hold |
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|
2020
Q1 | $130K | Hold |
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|
2019
Q4 | $171K | Hold |
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|
2019
Q3 | $157K | Sell |
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|
2019
Q2 | $158K | Sell |
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|
2019
Q1 | $170K | Buy |
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|
2018
Q4 | $150K | Sell |
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|
2018
Q3 | $201K | Buy |
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|
2018
Q2 | $154K | Sell |
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|
2018
Q1 | $162K | Sell |
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|
2017
Q4 | $172K | Buy |
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|
2017
Q3 | $62K | Buy |
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|
2017
Q2 | $52K | Buy |
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|
2017
Q1 | $47K | Hold |
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|
2016
Q4 | $44K | Buy |
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|
2016
Q3 | $39K | Hold |
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|
2016
Q2 | $37K | Hold |
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|
2016
Q1 | $37K | Buy |
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