Shepherd Financial Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$510K Hold
2025
Q1
$464K Hold
2024
Q4
$516K Sell
2024
Q3
$493K Buy
2024
Q2
$460K Hold
2024
Q1
$480K Sell
2023
Q4
$463K Hold
2023
Q3
$410K Buy