Shepherd Financial Partners LLC Vanguard Value ETF Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
A detailed history of Shepherd Financial Partners LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 14,430 shares of VTV stock, worth $2.32 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
14,430
Previous 14,922
3.3%
Holding current value
$2.32 Million
Previous $2.23 Million
5.38%
% of portfolio
0.31%
Previous 0.32%
Shares
22 transactions
Others Institutions Holding VTV
# of Institutions
2,154Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.89 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.64 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.16 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio