Shepherd Financial Partners LLC Vanguard Specialized Funds Van Transaction History

Shepherd Financial Partners LLC

  • $761 Million
  • Q1 2024

A detailed history of Shepherd Financial Partners LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 43,989 shares of VNQ stock, worth $3.67 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
43,989
Previous 43,451 1.24%
Holding current value
$3.67 Million
Previous $3.84 Million 0.91%
% of portfolio
0.5%
Previous 0.55%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$82.58 - $89.12 $44,428 - $47,946
538 Added 1.24%
43,989 $3.8 Million
Q4 2023

Feb 12, 2024
BUY
$71.05 - $89.54 $361,644 - $455,758
5,090 Added 13.27%
43,451 $3.84 Million
Q3 2023

Nov 08, 2023
BUY
$75.44 - $86.89 $113,612 - $130,856
1,506 Added 4.09%
38,361 $2.9 Million
Q2 2023

Aug 11, 2023
SELL
$78.4 - $83.98 $31,752 - $34,011
-405 Reduced 1.09%
36,855 $3.08 Million
Q1 2023

May 01, 2023
BUY
$77.59 - $93.7 $152,309 - $183,933
1,963 Added 5.56%
37,260 $3.09 Million
Q4 2022

Feb 14, 2023
BUY
$81.07 - $88.09 $278,880 - $303,029
3,440 Added 10.8%
35,297 $2.91 Million
Q3 2022

Nov 09, 2022
BUY
N/A
1,063 Added 3.45%
31,857 $2.55 Million
Q2 2022

Aug 15, 2022
BUY
N/A
196 Added 0.64%
30,794 $2.81 Million
Q1 2022

May 13, 2022
SELL
N/A
-475 Reduced 1.53%
30,598 $3.31 Million
Q4 2021

Feb 14, 2022
BUY
N/A
527 Added 1.73%
31,073 $3.61 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-15,776 Reduced 34.06%
30,546 $3.12 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-2,430 Reduced 4.98%
46,322 $4.72 Million
Q1 2021

May 14, 2021
SELL
N/A
-22,554 Reduced 31.63%
48,752 $4.48 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-21,173 Reduced 22.89%
71,306 $6.07 Million
Q3 2020

Nov 16, 2020
BUY
N/A
92,479 New
92,479 $7.3 Million

Others Institutions Holding VNQ

# of Institutions
1,750
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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