Shepherd Financial Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
1,387
| – | – | 0.02% | 227 |
|
|
2025
Q1 | $223K | Hold |
1,387
| – | – | 0.03% | 220 |
|
|
2024
Q4 | $224K | Sell |
1,387
-10
| -0.7% | -$1.62K | 0.03% | 206 |
|
|
2024
Q3 | $234K | Buy |
1,397
+10
| +0.7% | +$1.68K | 0.03% | 203 |
|
|
2024
Q2 | $209K | Buy |
1,387
+66
| +5% | +$9.93K | 0.03% | 206 |
|
|
2024
Q1 | $206K | Sell |
1,321
-112
| -8% | -$17.5K | 0.03% | 209 |
|
|
2023
Q4 | $208K | Buy |
+1,433
| New | +$208K | 0.03% | 202 |
|