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Vanguard S&p 500 Etf idx shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $413k 766 538.81
2024-09-30 $399k 757 527.67
2024-06-30 $361k 722 500.13
2024-03-31 $347k 722 480.70
2017-03-31 $256k 1.2k 216.03
2016-12-31 $222k 1.1k 207.28