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 2,246 shares of VDE stock, worth $274,236. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,246
Previous 2,676 16.07%
Holding current value
$274,236
Previous $341 Million 19.42%
% of portfolio
0.09%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$117.44 - $131.06 $50,499 - $56,355
-430 Reduced 16.07%
2,246 $275 Million
Q2 2024

Jul 23, 2024

SELL
$123.17 - $136.7 $7,636 - $8,475
-62 Reduced 2.26%
2,676 $341 Million
Q1 2024

Apr 23, 2024

SELL
$111.77 - $131.7 $7,265 - $8,560
-65 Reduced 2.32%
2,738 $361 Million
Q4 2023

Jan 18, 2024

BUY
$113.37 - $128.78 $317,776 - $360,970
2,803 New
2,803 $329 Million

Others Institutions Holding VDE

About VANGUARD ENERGY ETF


  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.