Charis Legacy Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$561K Hold
2,367
0.92% 18
2025
Q1
$525K Buy
+2,367
New +$525K 0.99% 18