Shepherd Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $423K | Sell |
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|
2025
Q4 | $458K | Hold |
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|
2025
Q3 | $448K | Hold |
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|
2025
Q2 | $415K | Hold |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $361K | Hold |
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|
2024
Q1 | $347K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $256K | Buy |
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|
2016
Q4 | $222K | Buy |
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