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

Shepherd Financial Partners LLC

  • $761 Million
  • Q1 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 $1.27 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,933
Previous 12,933 -0.0%
Holding current value
$1.27 Million
Previous $1.1 Million 9.55%
% of portfolio
0.16%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$63.97 - $70.74 $126,852 - $140,277
-1,983 Reduced 13.25%
12,982 $854,000
Q1 2022

May 13, 2022
BUY
N/A
6,531 Added 77.44%
14,965 $1.21 Million
Q4 2021

Feb 14, 2022
BUY
N/A
8,434 New
8,434 $741,000

Others Institutions Holding ESGV

# of Institutions
502
Shares Held
29.2M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
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More about ESGV
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