Stewardship Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
1,506
+70
+5% +$13.7K 0.07% 111
2025
Q1
$268K Buy
1,436
+173
+14% +$32.2K 0.07% 115
2024
Q4
$250K Buy
1,263
+183
+17% +$36.3K 0.07% 127
2024
Q3
$217K Buy
+1,080
New +$217K 0.06% 135