Serenus Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$957K Buy
5,413
+3,972
+276% +$702K 0.16% 25
2025
Q1
$249K Hold
1,441
0.04% 51
2024
Q4
$244K Buy
+1,441
New +$244K 0.04% 50