GWA
Genesis Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
2,475
| – | – | 0.24% | 44 |
|
|
2025
Q1 | $287K | Sell |
2,475
-50
| -2% | -$5.8K | 0.23% | 44 |
|
|
2024
Q4 | $297K | Buy |
+2,525
| New | +$297K | 0.26% | 46 |
|
|
2015
Q2 | $2.55M | Sell |
41,530
-8,988
| -18% | -$553K | 2.08% | 15 |
|
|
2015
Q1 | $3.11M | Sell |
50,518
-9,895
| -16% | -$610K | 2.59% | 11 |
|
|
2014
Q4 | $3.79M | Buy |
+60,413
| New | +$3.79M | 3.01% | 7 |
|