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Shepherd Financial Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Shepherd Financial Partners’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$434K Hold
1,551
– – 0.05% 163
2025
Q1 		$401K Buy
1,551
+400
+35% +$103K 0.05% 169
2024
Q4 		$304K Buy
+1,151
New +$304K 0.04% 178