Genus Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $808K | Buy |
6,289
+1,256
| +25% | +$161K | 0.1% | 132 |
|
2025
Q1 | $584K | Buy |
+5,033
| New | +$584K | 0.08% | 137 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 214 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 216 |
|
2024
Q2 | – | Sell |
-4,811
| Closed | -$532K | – | 217 |
|
2024
Q1 | $532K | Buy |
+4,811
| New | +$532K | 0.07% | 154 |
|
2023
Q4 | – | Sell |
-4,386
| Closed | -$409K | – | 214 |
|
2023
Q3 | $409K | Hold |
4,386
| – | – | 0.06% | 154 |
|
2023
Q2 | $425K | Buy |
+4,386
| New | +$425K | 0.06% | 166 |
|