SWA
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Serenus Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Serenus Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.3M Buy
23,004
+9,221
+67% +$1.72M 0.73% 12
2025
Q1 		$3.79M Buy
13,783
+247
+2% +$67.9K 0.63% 13
2024
Q4 		$3.92M Buy
+13,536
New +$3.92M 0.68% 13