Great Diamond Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$348K	Buy	+1,467	New	+$348K	0.07%	174
2024 Q1	–	Sell	-1,012	Closed	-$216K	–	242
2023 Q4	$216K	Buy	+1,012	New	+$216K	0.05%	221
2020 Q1	–	Sell	-860	Closed	-$142K	–	585
2019 Q4	$142K	Buy	+860	New	+$142K	0.05%	187