Precedent Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 3,682 shares of VBR stock, worth $689,380. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,682
Previous 3,510
4.9%
Holding current value
$689,380
Previous $705 Million
3.54%
% of portfolio
0.24%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.45 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$749 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$722 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$664 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$449 Million0.45% of portfolio