Shepherd Financial Partners’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
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|
2025
Q1 | $422K | Buy |
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|
2024
Q4 | $372K | Hold |
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|
2024
Q3 | $367K | Hold |
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | $344K | Hold |
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|
2023
Q4 | $321K | Hold |
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|
2023
Q3 | $284K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $297K | Hold |
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|
2021
Q4 | $316K | Hold |
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|
2021
Q3 | $305K | Hold |
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|
2021
Q2 | $315K | Buy |
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