SHF
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Stage Harbor Financial’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Stage Harbor Financial’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
Q2 		$722K Sell
3,702
-316
-8% -$61.6K 0.59% 23
2025
Q1 		$749K Buy
4,018
+2,818
+235% +$525K 0.63% 21
2024
Q4 		$238K Buy
+1,200
New +$238K 0.21% 52