Genesis Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Genesis Wealth Advisors, LLC

  • $123 Billion
  • Q1 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 2,475 shares of VT stock, worth $305,340. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,475
Previous 2,525 1.98%
Holding current value
$305,340
Previous $297 Million 3.26%
% of portfolio
0.23%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$115.08 - $123.97 $5,754 - $6,198
-50 Reduced 1.98%
2,475 $287 Million
Q4 2024

Feb 04, 2025
BUY
$117.09 - $123.07 $295,652 - $310,751
2,525 New
2,525 $297 Million

Others Institutions Holding VT

# of Institutions
1,110
Shares Held
110M
Call Options Held
337K
Put Options Held
118K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Genesis Wealth Advisors, LLC Portfolio

Follow Genesis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Genesis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email