Shepherd Financial Partners LLC Vanguard Dividend Appreciation Transaction History

Shepherd Financial Partners LLC

  • $831 Million
  • Q1 2025

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 4,307 shares of VIG stock, worth $784,520. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,307
Previous 2,053 109.79%
Holding current value
$784,520
Previous $373,000 110.19%
% of portfolio
0.09%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
BUY
N/A
2,254 Added 109.79%
4,307 $784,000
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
2,541
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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