Shepherd Financial Partners LLC Vanguard Mid Cap Value Index F Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 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 1,321 shares of VOE stock, worth $197,476. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,321
Previous 1,433
7.82%
Holding current value
$197,476
Previous $207,000
0.97%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,027Shares Held
65.7MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$809 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$662 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$504 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$459 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$444 Million0.11% of portfolio