Shepherd Financial Partners LLC lowered its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 15.8% during the fourth quarter, Holdings Channel reports. The firm owned 2,567 shares of the company’s stock after selling 482 shares during the period. Shepherd Financial Partners LLC’s holdings in Vanguard Growth ETF were worth $798,000 as […]
Shepherd Financial Partners LLC lowered its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 0.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,908 shares of the CRM provider’s stock after selling 50 shares during the period. Shepherd Financial Partners LLC’s holdings in Salesforce […]
Shepherd Financial Partners LLC boosted its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,448 shares of the company’s stock after buying an additional 230 shares during the […]
Shepherd Financial Partners LLC lowered its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 92.5% during the 4th quarter, HoldingsChannel reports. The fund owned 15,170 shares of the exchange traded fund’s stock after selling 187,910 shares during the period. Shepherd Financial Partners LLC’s holdings in iShares 20+ Year Treasury Bond […]
Shepherd Financial Partners LLC boosted its stake in BILL Holdings, Inc. (NYSE:BILL – Free Report) by 1.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 22,292 shares of the company’s stock after acquiring an additional 396 shares during the period. Shepherd Financial Partners […]