SHEPHERD FINANCIAL PARTNERS LLC – Vanguard Dividend Appreciation Index Fund Transaction History
SHEPHERD FINANCIAL PARTNERS LLC portfolio value:
$247,000
portfolio value
SHEPHERD FINANCIAL PARTNERS LLC quarter portfolio value change:
-5.79%
quarter
Vanguard Dividend Appreciation Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.47% | 78 shares | -3K | $135.16 | 1.82K |
| Q2 2022 | share | Decrease | -5.16% | -95 shares | -48K | $143.47 | 1.74K |
| Q1 2022 | share | Increase | +32.16% | 448 shares | 59K | $162.16 | 1.84K |
| Q4 2021 | share | Increase | 0.00% | 1.39K shares | 239K | $171.55 | 1.39K |
| Q3 2021 | share | Decrease | -100.00% | -1.43K shares | -222K | $153.6 | 0 |
| Q2 2021 | share | Increase | 0.00% | 1.43K shares | 222K | $154.1 | 1.43K |