Shepherd Financial Partners LLC Vanguard Mid Cap Value Index F Transaction History

Shepherd Financial Partners LLC

  • $828 Million
  • Q4 2024

A detailed history of Shepherd Financial Partners LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 1,387 shares of VOE stock, worth $230,131. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,387
Previous 1,397 0.72%
Holding current value
$230,131
Previous $234,000 4.27%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 28, 2025
SELL
$160.89 - $176.18 $1,608 - $1,761
-10 Reduced 0.72%
1,387 $224,000
Q3 2024

Oct 28, 2024
BUY
$149.02 - $167.67 $1,490 - $1,676
10 Added 0.72%
1,397 $234,000
Q2 2024

Aug 07, 2024
BUY
$146.82 - $155.77 $9,690 - $10,280
66 Added 5.0%
1,387 $208,000
Q1 2024

Apr 22, 2024
SELL
$141.07 - $155.91 $15,799 - $17,461
-112 Reduced 7.82%
1,321 $205,000
Q4 2023

Feb 12, 2024
BUY
$124.27 - $145.8 $178,078 - $208,931
1,433 New
1,433 $207,000

Others Institutions Holding VOE

# of Institutions
1,124
Shares Held
68.8M
Call Options Held
31K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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