Genesis Wealth Advisors, LLC VFQY Holdings History
Genesis Wealth Advisors, LLC's Vanguard U.S. Quality Factor ETF Holding Summary
As of 2025-03-31, Genesis Wealth Advisors, LLC held 52,069.00 shares of Vanguard U.S. Quality Factor ETF(VFQY), totaling $6.96 Mil. This investment constitutes 5.64% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 1.89% of the outstanding Vanguard U.S. Quality Factor ETF(VFQY) stock.
The initial trade took place in 2024Q4. And since then Genesis Wealth Advisors, LLC has made 2 purchases of VFQY, at an average price of $144.41, for a total of 52,069.00 shares. Based on historical transaction data and VFQY's current price of $146.52, Genesis Wealth Advisors, LLC's estimated gain on his VFQY holdings is $109,634.71, reflecting a 1.46% gain to date.
Genesis Wealth Advisors, LLC VFQY ($146.52) Holding Chart
Genesis Wealth Advisors, LLC VFQY ($146.52) 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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