Shepherd Financial Partners LLC Vanguard Small Cap Value ETF Transaction History
Shepherd Financial Partners LLC
- $828 Million
- Q4 2024
A detailed history of Shepherd Financial Partners LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 183,032 shares of VBR stock, worth $36.2 Million. This represents 4.38% of its overall portfolio holdings.
Number of Shares
183,032
Previous 182,078
0.52%
Holding current value
$36.2 Million
Previous $36.6 Million
0.78%
% of portfolio
4.38%
Previous 4.43%
Shares
21 transactions
Others Institutions Holding VBR
# of Institutions
1,702Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.65 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$791 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$763 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$702 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$475 Million0.45% of portfolio