Shepherd Financial Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Hold |
1,841
| – | – | 0.05% | 157 |
|
|
2025
Q1 | $464K | Hold |
1,841
| – | – | 0.05% | 161 |
|
|
2024
Q4 | $516K | Sell |
1,841
-3
| -0.2% | -$840 | 0.06% | 141 |
|
|
2024
Q3 | $493K | Buy |
1,844
+3
| +0.2% | +$802 | 0.06% | 145 |
|
|
2024
Q2 | $460K | Hold |
1,841
| – | – | 0.06% | 150 |
|
|
2024
Q1 | $480K | Sell |
1,841
-74
| -4% | -$19.3K | 0.06% | 153 |
|
|
2023
Q4 | $463K | Hold |
1,915
| – | – | 0.07% | 145 |
|
|
2023
Q3 | $410K | Buy |
+1,915
| New | +$410K | 0.06% | 145 |
|