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Genesis Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Genesis Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,554
Closed -$2.29M – 66
2024
Q4 		$2.29M Buy
+11,554
New +$2.29M 2% 17