Daymark Wealth Partners’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	$386K	Buy	1,979 +170	+9%	+$33.2K	0.01%	404
2025 Q1	$337K	Sell	1,809 -1	-0.1%	-$186	0.01%	391
2024 Q4	$359K	Buy	1,810 +65	+4%	+$12.9K	0.02%	379
2024 Q3	$350K	Buy	1,745 +365	+26%	+$73.3K	0.01%	396
2024 Q2	$252K	Buy	+1,380	New	+$252K	0.01%	434