Shepherd Financial Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $950K | Buy |
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|
2023
Q4 | $864K | Buy |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $581K | Sell |
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|
2023
Q1 | $549K | Sell |
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|
2022
Q4 | $524K | Buy |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $501K | Buy |
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|
2022
Q1 | $603K | Buy |
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|
2021
Q4 | $547K | Buy |
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|
2021
Q3 | $501K | Buy |
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|
2021
Q2 | $502K | Sell |
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|
2021
Q1 | $528K | Sell |
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|
2020
Q4 | $507K | Buy |
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|
2020
Q3 | $404K | Sell |
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|
2020
Q2 | $400K | Sell |
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|
2020
Q1 | $610K | Buy |
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|
2019
Q4 | $647K | Hold |
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|
2019
Q3 | $596K | Buy |
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|
2019
Q2 | $509K | Buy |
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|
2019
Q1 | $477K | Sell |
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|
2018
Q4 | $946K | Buy |
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|
2018
Q3 | $918K | Hold |
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|
2018
Q2 | $919K | Buy |
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|
2018
Q1 | $653K | Buy |
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|
2017
Q4 | $369K | Hold |
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|
2017
Q3 | $353K | Sell |
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|
2017
Q2 | $349K | Sell |
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|
2017
Q1 | $390K | Sell |
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|
2016
Q4 | $425K | Buy |
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