Genesis Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Genesis Wealth Advisors’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$318K	Hold
2025 Q1	$287K	Sell
2024 Q4	$297K	Buy
2015 Q2	$2.55M	Sell
2015 Q1	$3.11M	Sell
2014 Q4	$3.79M	Buy