Genesis Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.37M Buy
108,542
+5,428
+5% +$268K 4.03% 10
2025
Q1
$4.67M Buy
103,114
+44,249
+75% +$2M 3.78% 10
2024
Q4
$2.59M Buy
+58,865
New +$2.59M 2.26% 15
2015
Q2
$3.88M Buy
94,880
+9,831
+12% +$402K 3.15% 9
2015
Q1
$3.52M Buy
85,049
+16,488
+24% +$683K 2.93% 8
2014
Q4
$2.87M Buy
+68,561
New +$2.87M 2.27% 12