Serenus Wealth Advisors, LLC VOO Holdings History
Serenus Wealth Advisors, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Serenus Wealth Advisors, LLC held 18,672.00 shares of Vanguard S&P 500 ETF(VOO), totaling $8.65 Mil. This investment constitutes 1.44% of their stock portfolio, and Serenus Wealth Advisors, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2024Q4. And since then Serenus Wealth Advisors, LLC has made 1 purchases of VOO, at an average price of $541.88, for a total of 18,672.00 shares. Based on historical transaction data and VOO's current price of $573.23, Serenus Wealth Advisors, LLC's estimated gain on his VOO holdings is $585,355.28, reflecting a 5.79% gain to date.
Serenus Wealth Advisors, LLC VOO ($573.23) Holding Chart
Serenus Wealth Advisors, LLC VOO ($573.23) 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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