SWA
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Serenus Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Serenus Wealth Advisors’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 		$418K Sell
1,495
-19
-1% -$5.32K 0.07% 41
2025
Q1 		$392K Hold
1,514
– – 0.07% 42
2024
Q4 		$400K Buy
+1,514
New +$400K 0.07% 37