Shepherd Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Shepherd Financial Partners’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$448K	Hold
2025 Q2	$415K	Hold
2025 Q1	$376K	Sell
2024 Q4	$413K	Buy
2024 Q3	$399K	Buy
2024 Q2	$361K	Hold
2024 Q1	$347K	Buy
2017 Q2	–	Sell
2017 Q1	$256K	Buy
2016 Q4	$222K	Buy