SWA
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Serenus Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Serenus Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,899
Closed -$170K – 66
2024
Q4 		$170K Buy
+19,899
New +$170K 0.03% 54