Shepherd Financial Partners LLC Vanguard World Fd Esg U.S. Sto Transaction History

Shepherd Financial Partners LLC

$828 Million
Q4 2024

A detailed history of Shepherd Financial Partners LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 12,933 shares of ESGV stock, worth $1.26 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

12,933

Previous 12,933 -0.0%

Holding current value

$1.26 Million

Previous $1.31 Million 3.2%

% of portfolio

0.16%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$71.95 - $85.41 $1,295 - $1,537	-18 Reduced 0.14%	12,933 $1.1 Million
Q1 2023 May 01, 2023	SELL	$65.27 - $73.55 $2,023 - $2,280	-31 Reduced 0.24%	12,951 $928,000
Q4 2022 Feb 14, 2023	SELL	$62.41 - $70.74 $123,759 - $140,277	-1,983 Reduced 13.25%	12,982 $854,000
Q1 2022 May 13, 2022	BUY	$74.15 - $88.3 $484,273 - $576,687	6,531 Added 77.44%	14,965 $1.21 Million
Q4 2021 Feb 14, 2022	BUY	$79.7 - $88.45 $672,189 - $745,987	8,434 New	8,434 $741,000

Others Institutions Holding ESGV

# of Institutions

623

Shares Held

30M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
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Shepherd Financial Partners LLC Vanguard World Fd Esg U.S. Sto Transaction History