Daymark Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$586K Sell
4,605
-222
-5% -$28.3K 0.02% 326
2025
Q1
$577K Buy
4,827
+1,308
+37% +$156K 0.02% 312
2024
Q4
$415K Buy
3,519
+183
+5% +$21.6K 0.02% 357
2024
Q3
$367K Buy
3,336
+1,306
+64% +$144K 0.02% 390
2024
Q2
$203K Buy
+2,030
New +$203K 0.01% 482