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 |
|