Stewardship Advisors, LLC Purchases and Sells in Q1 2024

Stewardship Advisors, LLC

$288 Million
Q1 2024

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	22.1K + 26.28%	$469.56 - $525.73 $10.4M - $11.6M	106K $55.8M
VEA	131K + 2894.05%	$46.21 - $50.27 $6.07M - $6.6M	136K $6.82M
SPAB	128K + 85.2%	$24.99 - $25.67 $3.2M - $3.29M	279K $7.04M
NULV	4.97K + 4.38%	$35.41 - $38.86 $176K - $193K	118K $4.59M
SCHF	5.45K + 14.29%	$35.71 - $39.11 $195K - $213K	43.6K $1.7M
ESML	924 + 1.64%	$36.33 - $40.27 $33.6K - $37.2K	57.4K $2.31M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OMFL	551K New	$48.96 - $55.23 $27M - $30.4M	551K $30.4M
HYLB	491K New	$35.17 - $35.77 $17.3M - $17.6M	491K $17.5M
VWO	407K New	$39.04 - $42.23 $15.9M - $17.2M	407K $17M
VTEB	176K New	$50.36 - $51.06 $8.85M - $8.97M	176K $8.89M
IMFL	286K New	$24.12 - $25.75 $6.9M - $7.37M	286K $7.33M
PCY	323K New	$19.66 - $20.53 $6.34M - $6.62M	323K $6.6M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYMI	-199K - 82.44%	$64.37 - $68.92 $12.8M - $13.7M	42.4K $2.92M
IAGG	-257K - 83.3%	$49.17 - $49.97 $12.6M - $12.8M	51.5K $2.57M
SCHD	-164K - 80.17%	$75.25 - $80.63 $12.4M - $13.3M	40.7K $3.28M
GOVT	-447K - 60.3%	$22.51 - $23.08 $10.1M - $10.3M	295K $6.71M
DBND	-224K - 83.91%	$45.34 - $46.36 $10.2M - $10.4M	42.9K $1.97M
AVEM	-182K - 82.08%	$53.02 - $58.54 $9.63M - $10.6M	39.7K $2.3M

Activity Summary All Purchases 32 New Holdings 18 Increased Positions 14 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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