SFA
Stewardship Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.74M | Buy |
12,796
+220
| +2% | +$47.1K | 0.95% | 16 |
|
|
2020
Q4 | $2.45M | Buy |
12,576
+2,140
| +21% | +$417K | 0.9% | 20 |
|
|
2020
Q3 | $1.61M | Buy |
10,436
+1,120
| +12% | +$172K | 0.66% | 23 |
|
|
2020
Q2 | $1.36M | Buy |
9,316
+8,750
| +1,546% | +$1.28M | 0.6% | 23 |
|
|
2020
Q1 | $65K | Buy |
566
+138
| +32% | +$15.8K | 0.03% | 47 |
|
|
2019
Q4 | $71K | Hold |
428
| – | – | 0.03% | 63 |
|
|
2019
Q3 | $66K | Buy |
+428
| New | +$66K | 0.03% | 56 |
|
|
2019
Q2 | – | Sell |
-428
| Closed | -$65K | – | 71 |
|
|
2019
Q1 | $65K | Buy |
+428
| New | +$65K | 0.03% | 54 |
|
|
2018
Q4 | – | Sell |
-428
| Closed | -$70K | – | 78 |
|
|
2018
Q3 | $70K | Buy |
+428
| New | +$70K | 0.03% | 58 |
|