SFP
Shepherd Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
18,230
-7,473
| -29% | -$588K | 0.15% | 93 |
|
|
2025
Q1 | $2.01M | Sell |
25,703
-75,823
| -75% | -$5.94M | 0.24% | 76 |
|
|
2024
Q4 | $7.84M | Buy |
101,526
+848
| +0.8% | +$65.5K | 0.94% | 20 |
|
|
2024
Q3 | $7.92M | Buy |
100,678
+183
| +0.2% | +$14.4K | 0.95% | 20 |
|
|
2024
Q2 | $7.71M | Sell |
100,495
-604
| -0.6% | -$46.3K | 0.99% | 18 |
|
|
2024
Q1 | $7.75M | Buy |
101,099
+1,321
| +1% | +$101K | 1.01% | 18 |
|
|
2023
Q4 | $7.68M | Sell |
99,778
-3,906
| -4% | -$301K | 1.09% | 15 |
|
|
2023
Q3 | $7.79M | Buy |
103,684
+2,311
| +2% | +$174K | 1.22% | 15 |
|
|
2023
Q2 | $7.66M | Sell |
101,373
-28,614
| -22% | -$2.16M | 1.19% | 16 |
|
|
2023
Q1 | $9.94M | Buy |
129,987
+55,466
| +74% | +$4.24M | 1.66% | 11 |
|
|
2022
Q4 | $5.61M | Buy |
74,521
+7,593
| +11% | +$572K | 1.02% | 15 |
|
|
2022
Q3 | $5.01M | Sell |
66,928
-1,268
| -2% | -$94.9K | 0.98% | 18 |
|
|
2022
Q2 | $5.24M | Buy |
+68,196
| New | +$5.24M | 1.02% | 19 |
|
|
2022
Q1 | – | Sell |
-127,928
| Closed | -$10.3M | – | 161 |
|
|
2021
Q4 | $10.3M | Sell |
127,928
-8,493
| -6% | -$686K | 1.8% | 11 |
|
|
2021
Q3 | $11.2M | Buy |
136,421
+13,920
| +11% | +$1.14M | 2.16% | 10 |
|
|
2021
Q2 | $10.1M | Buy |
+122,501
| New | +$10.1M | 1.91% | 11 |
|