Donaldson Capital Management’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 Q1	–	Sell	-9,522	Closed	-$1.89M	–	231
2024 Q4	$1.89M	Buy	+9,522	New	+$1.89M	0.07%	111