Shepherd Financial Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
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|
2025
Q1 | $12.5M | Sell |
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|
2024
Q4 | $36.3M | Buy |
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|
2024
Q3 | $36.6M | Sell |
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|
2024
Q2 | $34.5M | Buy |
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|
2024
Q1 | $36.1M | Buy |
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|
2023
Q4 | $30.7M | Buy |
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|
2023
Q3 | $26.2M | Buy |
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|
2023
Q2 | $26.7M | Buy |
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|
2023
Q1 | $25.3M | Sell |
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|
2022
Q4 | $25.7M | Buy |
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|
2022
Q3 | $21.9M | Buy |
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|
2022
Q2 | $17.4M | Buy |
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|
2022
Q1 | $19.7M | Buy |
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|
2021
Q4 | $13.2M | Buy |
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|
2021
Q3 | $12.1M | Buy |
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|
2021
Q2 | $12.3M | Buy |
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|
2021
Q1 | $9.69M | Buy |
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|
2020
Q4 | $7.59M | Buy |
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|
2020
Q3 | $1.86M | Buy |
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|
2020
Q2 | $1.62M | Sell |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $362K | Buy |
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