Precedent Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Precedent Wealth Partners, LLC

$477 Billion
Q4 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 20,782 shares of VOO stock, worth $12.8 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

20,782

Previous 18,511 12.27%

Holding current value

$12.8 Million

Previous $11.3 Billion 14.97%

% of portfolio

2.73%

Previous 2.5%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$600.51 - $631.95 $1.36 Million - $1.44 Million	2,271 Added 12.27%	20,782 $13 Billion
Q3 2025 Oct 14, 2025	BUY	$567.77 - $614.76 $1.71 Million - $1.85 Million	3,007 Added 19.39%	18,511 $11.3 Billion
Q2 2025 Jul 21, 2025	BUY	$456.74 - $568.03 $1.08 Million - $1.35 Million	2,375 Added 18.09%	15,504 $8.81 Billion
Q1 2025 Apr 17, 2025	BUY	$507.05 - $563.67 $1.48 Million - $1.65 Million	2,919 Added 28.59%	13,129 $6.75 Billion
Q4 2024 Jan 21, 2025	BUY	$521.84 - $558.82 $1.47 Million - $1.58 Million	2,820 Added 38.16%	10,210 $5.5 Billion

Q3 2024 Oct 17, 2024	BUY	$475.2 - $527.7 $1.41 Million - $1.57 Million	2,974 Added 67.35%	7,390 $3.9 Billion
Q2 2024 Jul 23, 2024	BUY	$455.1 - $504.28 $488,322 - $541,092	1,073 Added 32.1%	4,416 $2.21 Billion
Q1 2024 Apr 23, 2024	BUY	$429.43 - $481.35 $446,607 - $500,604	1,040 Added 45.16%	3,343 $1.61 Billion
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $868,967 - $1.01 Million	2,303 New	2,303 $1.01 Billion

Others Institutions Holding VOO

# of Institutions

3,886

Shares Held

546M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History