DWP
Daymark Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
5,783
-1,529
| -21% | -$436K | 0.06% | 198 |
|
|
2025
Q1 | $1.88M | Sell |
7,312
-1,658
| -18% | -$426K | 0.08% | 172 |
|
|
2024
Q4 | $2.42M | Buy |
8,970
+201
| +2% | +$54.2K | 0.1% | 149 |
|
|
2024
Q3 | $2.31M | Buy |
8,769
+468
| +6% | +$123K | 0.1% | 156 |
|
|
2024
Q2 | $2.07M | Buy |
8,301
+2,208
| +36% | +$551K | 0.1% | 156 |
|
|
2024
Q1 | $1.46M | Buy |
6,093
+35
| +0.6% | +$8.39K | 0.08% | 157 |
|
|
2023
Q4 | $1.32M | Buy |
6,058
+252
| +4% | +$55K | 0.08% | 162 |
|
|
2023
Q3 | $1.14M | Buy |
+5,806
| New | +$1.14M | 0.08% | 161 |
|