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

Copia 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 		$514K Sell
1,838
-25
-1% -$7K 0.43% 46
2025
Q1 		$482K Hold
1,863
– – 0.45% 44
2024
Q4 		$492K Buy
+1,863
New +$492K 0.47% 47