Shepherd Financial Partners LLC Vanguard Dividend Appreciation Transaction History

Shepherd Financial Partners LLC

  • $828 Million
  • Q4 2024

A detailed history of Shepherd Financial Partners LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 2,053 shares of VIG stock, worth $373,953. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,053
Previous 2,051 0.1%
Holding current value
$373,953
Previous $373,000 -0.0%
% of portfolio
0.05%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
N/A
2 Added 0.1%
2,053 $373,000
Q3 2024

Oct 28, 2024
SELL
$182.15 - $182.15 $72,313 - $72,313
-397 Reduced 16.22%
2,051 $373,000
Q1 2024

Apr 22, 2024
SELL
$168.47 - $182.98 $58,627 - $63,677
-348 Reduced 12.45%
2,448 $447,000
Q4 2023

Feb 12, 2024
BUY
$150.16 - $171.16 $166,677 - $189,987
1,110 Added 65.84%
2,796 $476,000
Q3 2023

Nov 08, 2023
BUY
$155.38 - $166.95 $42,884 - $46,078
276 Added 19.57%
1,686 $261,000
Q2 2023

Aug 11, 2023
SELL
$152.74 - $162.43 $105,390 - $112,076
-690 Reduced 32.86%
1,410 $229,000
Q1 2023

May 01, 2023
BUY
$147.24 - $158.33 $588 - $633
4 Added 0.19%
2,100 $323,000
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $39,396 - $43,169
272 Added 14.91%
2,096 $318,000
Q3 2022

Nov 09, 2022
BUY
N/A
78 Added 4.47%
1,824 $247,000
Q2 2022

Aug 15, 2022
SELL
N/A
-95 Reduced 5.16%
1,746 $250,000
Q1 2022

May 13, 2022
BUY
N/A
448 Added 32.16%
1,841 $298,000
Q4 2021

Feb 14, 2022
BUY
N/A
1,393 New
1,393 $239,000
Q3 2021

Nov 15, 2021
SELL
N/A
-1,436 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
N/A
1,436 New
1,436 $222,000

Others Institutions Holding VIG

# of Institutions
2,315
Shares Held
211M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email