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