CWM
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Centricity Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Centricity Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.16M Hold
4,141
– – 0.93% 21
2025
Q1 		$1.07M Buy
4,141
+622
+18% +$161K 0.97% 21
2024
Q4 		$929K Buy
+3,519
New +$929K 0.87% 23