Shepherd Financial Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
25,490
-5,987
| -19% | -$296K | 0.13% | 102 |
|
|
2025
Q1 | $1.42M | Sell |
31,477
-252
| -0.8% | -$11.4K | 0.17% | 89 |
|
|
2024
Q4 | $1.4M | Buy |
31,729
+59
| +0.2% | +$2.6K | 0.17% | 79 |
|
|
2024
Q3 | $1.52M | Sell |
31,670
-1,085
| -3% | -$51.9K | 0.18% | 74 |
|
|
2024
Q2 | $1.43M | Sell |
32,755
-1,806
| -5% | -$79K | 0.18% | 78 |
|
|
2024
Q1 | $1.44M | Buy |
34,561
+2
| +0% | +$84 | 0.19% | 78 |
|
|
2023
Q4 | $1.42M | Buy |
34,559
+8,525
| +33% | +$350K | 0.2% | 78 |
|
|
2023
Q3 | $1.02M | Sell |
26,034
-8,756
| -25% | -$343K | 0.16% | 86 |
|
|
2023
Q2 | $1.42M | Buy |
34,790
+9,809
| +39% | +$399K | 0.22% | 74 |
|
|
2023
Q1 | $1.01M | Sell |
24,981
-365
| -1% | -$14.7K | 0.17% | 85 |
|
|
2022
Q4 | $988K | Sell |
25,346
-38,350
| -60% | -$1.49M | 0.18% | 78 |
|
|
2022
Q3 | $2.32M | Sell |
63,696
-308,595
| -83% | -$11.3M | 0.45% | 42 |
|
|
2022
Q2 | $15.5M | Buy |
+372,291
| New | +$15.5M | 3.02% | 6 |
|