Shepherd Financial Partners LLC Vanguard Index Fds S&P 500 ETF Transaction History
Shepherd Financial Partners LLC
- $826 Million
- Q3 2024
A detailed history of Shepherd Financial Partners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 757 shares of VOO stock, worth $413,412. This represents 0.05% of its overall portfolio holdings.
Number of Shares
757
Previous 722
4.85%
Holding current value
$413,412
Previous $361,000
10.53%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
3,155Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.4 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.1 Billion1.03% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.8 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12 Billion0.86% of portfolio