Shepherd Financial Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Sell |
65,928
-15,225
| -19% | -$868K | 0.4% | 51 |
|
|
2025
Q1 | $4.12M | Sell |
81,153
-4,019
| -5% | -$204K | 0.48% | 42 |
|
|
2024
Q4 | $4.07M | Sell |
85,172
-6,047
| -7% | -$289K | 0.49% | 35 |
|
|
2024
Q3 | $4.82M | Buy |
91,219
+3,593
| +4% | +$190K | 0.58% | 30 |
|
|
2024
Q2 | $4.33M | Sell |
87,626
-3,292
| -4% | -$163K | 0.56% | 27 |
|
|
2024
Q1 | $4.56M | Buy |
90,918
+1,021
| +1% | +$51.2K | 0.6% | 27 |
|
|
2023
Q4 | $4.31M | Buy |
89,897
+660
| +0.7% | +$31.6K | 0.61% | 24 |
|
|
2023
Q3 | $3.9M | Buy |
89,237
+3,315
| +4% | +$145K | 0.61% | 27 |
|
|
2023
Q2 | $3.97M | Buy |
85,922
+19,726
| +30% | +$911K | 0.62% | 29 |
|
|
2023
Q1 | $2.99M | Buy |
66,196
+8,997
| +16% | +$406K | 0.5% | 37 |
|
|
2022
Q4 | $2.4M | Sell |
57,199
-55,878
| -49% | -$2.35M | 0.43% | 43 |
|
|
2022
Q3 | $4.11M | Buy |
113,077
+104,661
| +1,244% | +$3.81M | 0.8% | 25 |
|
|
2022
Q2 | $343K | Buy |
+8,416
| New | +$343K | 0.07% | 130 |
|