SA
Stewardship Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $297K | Buy |
1,074
+57
| +6% | +$15.8K | 0.08% | 108 |
|
2025
Q1 | $256K | Buy |
1,017
+141
| +16% | +$35.5K | 0.07% | 121 |
|
2024
Q4 | $245K | Buy |
876
+74
| +9% | +$20.7K | 0.07% | 128 |
|
2024
Q3 | $214K | Buy |
+802
| New | +$214K | 0.06% | 136 |
|
2023
Q1 | – | Sell |
-35,178
| Closed | -$7.05M | – | 53 |
|
2022
Q4 | $7.05M | Buy |
35,178
+815
| +2% | +$163K | 2.84% | 13 |
|
2022
Q3 | $6.71M | Buy |
34,363
+180
| +0.5% | +$35.1K | 2.9% | 14 |
|
2022
Q2 | $6.74M | Buy |
34,183
+29
| +0.1% | +$5.71K | 2.83% | 12 |
|
2022
Q1 | $8.48M | Buy |
+34,154
| New | +$8.48M | 3.12% | 10 |
|