Shepherd Financial Partners’s Vanguard Total International Stock ETF VXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
62,299
+8,691
| +16% | +$600K | 0.45% | 45 |
|
|
2025
Q1 | $3.33M | Buy |
53,608
+6,530
| +14% | +$406K | 0.39% | 51 |
|
|
2024
Q4 | $2.77M | Hold |
47,078
| – | – | 0.33% | 52 |
|
|
2024
Q3 | $3.05M | Buy |
47,078
+4,500
| +11% | +$291K | 0.37% | 46 |
|
|
2024
Q2 | $2.57M | Hold |
42,578
| – | – | 0.33% | 50 |
|
|
2024
Q1 | $2.57M | Buy |
42,578
+3,000
| +8% | +$181K | 0.34% | 49 |
|
|
2023
Q4 | $2.29M | Buy |
39,578
+11,964
| +43% | +$693K | 0.33% | 51 |
|
|
2023
Q3 | $1.48M | Hold |
27,614
| – | – | 0.23% | 69 |
|
|
2023
Q2 | $1.55M | Sell |
27,614
-921
| -3% | -$51.7K | 0.24% | 68 |
|
|
2023
Q1 | $1.58M | Hold |
28,535
| – | – | 0.26% | 66 |
|
|
2022
Q4 | $1.48M | Buy |
28,535
+436
| +2% | +$22.6K | 0.27% | 63 |
|
|
2022
Q3 | $1.29M | Sell |
28,099
-9,495
| -25% | -$435K | 0.25% | 69 |
|
|
2022
Q2 | $1.94M | Buy |
37,594
+3,709
| +11% | +$191K | 0.38% | 51 |
|
|
2022
Q1 | $2.03M | Buy |
33,885
+28,774
| +563% | +$1.72M | 0.36% | 54 |
|
|
2021
Q4 | $325K | Buy |
+5,111
| New | +$325K | 0.06% | 132 |
|