Precedent Wealth Partners, LLC Vanguard Energy ETF Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 2,676 shares of VDE stock, worth $348,013. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,676
Previous 2,738
2.26%
Holding current value
$348,013
Previous $361 Million
5.33%
% of portfolio
0.14%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
23.6MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$311 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$207 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$183 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.26MShares$164 Million7.12% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$128 Million0.03% of portfolio