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Genesis Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Genesis Private Wealth’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$333K Buy
1,190
+14
+1% +$3.92K 0.16% 79
2025
Q1 		$304K Sell
1,176
-112
-9% -$29K 0.16% 81
2024
Q4 		$340K Buy
+1,288
New +$340K 0.19% 68