Shepherd Financial Partners’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $312K | Hold |
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|
2025
Q2 | $298K | Hold |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $305K | Hold |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $325K | Hold |
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $361K | Hold |
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|
2021
Q4 | $379K | Hold |
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|
2021
Q3 | $352K | Hold |
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $275K | Hold |
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|
2020
Q4 | $269K | Buy |
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