Genesis Wealth Advisors, LLC VWO Holdings History
Genesis Wealth Advisors, LLC's Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-06-30, Genesis Wealth Advisors, LLC held 108,542.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $5.37 Mil. This investment constitutes 4.03% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2015Q1. And since then Genesis Wealth Advisors, LLC has made 3 purchases of VWO, at an average price of $42.28, for a total of 134,726.00 shares. In addition, there have been 1 sales at an average price of $46.45 for 26,184.00 shares. Based on historical transaction data and VWO's current price of $50.49, Genesis Wealth Advisors, LLC's estimated gain on his VWO holdings is $1.00 Mil, reflecting a 17.56% gain to date.
Genesis Wealth Advisors, LLC VWO ($50.49) Holding Chart
Genesis Wealth Advisors, LLC VWO ($50.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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