DWP
Daymark Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Buy |
77,285
+1,874
| +2% | +$444K | 0.7% | 36 |
|
|
2025
Q1 | $16.7M | Buy |
75,411
+3,268
| +5% | +$725K | 0.72% | 33 |
|
|
2024
Q4 | $17.3M | Buy |
72,143
+2,052
| +3% | +$493K | 0.73% | 31 |
|
|
2024
Q3 | $16.6M | Buy |
70,091
+581
| +0.8% | +$138K | 0.7% | 33 |
|
|
2024
Q2 | $15.2M | Buy |
69,510
+9,366
| +16% | +$2.04M | 0.7% | 32 |
|
|
2024
Q1 | $13.7M | Buy |
60,144
+3,159
| +6% | +$722K | 0.74% | 35 |
|
|
2023
Q4 | $12.2M | Buy |
56,985
+919
| +2% | +$196K | 0.75% | 34 |
|
|
2023
Q3 | $10.6M | Buy |
56,066
+22,839
| +69% | +$4.32M | 0.73% | 34 |
|
|
2023
Q2 | $6.61M | Buy |
+33,227
| New | +$6.61M | 0.49% | 49 |
|