Trademark Financial Management’s Vanguard Small-Cap ETF VB Stock Holding History

Trademark Financial Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$345K	Sell
2025 Q2	$326K	Sell
2025 Q1	$393K	Sell
2024 Q4	$440K	Sell
2024 Q3	$467K	Sell
2024 Q2	$611K	Sell
2024 Q1	$723K	Sell
2023 Q4	$760K	Buy