SWA
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Serenus Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.75M Buy
19,005
+333
+2% +$171K 1.65% 8
2025
Q1
$8.65M Buy
18,672
+815
+5% +$377K 1.44% 10
2024
Q4
$8.63M Buy
+17,857
New +$8.63M 1.5% 9