Shepherd Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Hold |
731
| – | – | 0.04% | 170 |
|
|
2025
Q1 | $376K | Sell |
731
-35
| -5% | -$18K | 0.04% | 171 |
|
|
2024
Q4 | $413K | Buy |
766
+9
| +1% | +$4.85K | 0.05% | 155 |
|
|
2024
Q3 | $399K | Buy |
757
+35
| +5% | +$18.5K | 0.05% | 161 |
|
|
2024
Q2 | $361K | Hold |
722
| – | – | 0.05% | 168 |
|
|
2024
Q1 | $347K | Buy |
+722
| New | +$347K | 0.05% | 173 |
|
|
2017
Q2 | – | Sell |
-1,185
| Closed | -$256K | – | 115 |
|
|
2017
Q1 | $256K | Buy |
1,185
+114
| +11% | +$24.6K | 0.07% | 99 |
|
|
2016
Q4 | $222K | Buy |
+1,071
| New | +$222K | 0.06% | 101 |
|