Shepherd Financial Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Hold
21,309
0.15% 94
2025
Q1
$1.29M Sell
21,309
-16,000
-43% -$971K 0.15% 93
2024
Q4
$2.14M Buy
+37,309
New +$2.14M 0.26% 61