Precedent Wealth Partners, LLC Sells in Q3 2024

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-6.21K
- 71.74%
$100.07 - $118.13 $622K - $734K
2.45K $279M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-12.4K
- 10.13%
$37.33 - $40.63 $462K - $503K
110K $4.46B
NVDA
Nvidia Corp

Technology
-1.05K
- 9.4%
$98.91 - $134.91 $104K - $142K
10.1K $1.23B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-4.05K
- 5.7%
$74.26 - $78.84 $301K - $319K
67K $5.25B
VDE
Vanguard Energy ETF

ETFs
-430
- 16.07%
$117.44 - $131.06 $50.5K - $56.4K
2.25K $275M
GOOG
Alphabet Inc.

Communication Services
-22
- 0.61%
$149.54 - $192.66 $3.29K - $4.24K
3.59K $601M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-2.34K
- 16.99%
$46.45 - $53.68 $109K - $126K
11.4K $603M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-417
- 13.25%
$92.63 - $105.69 $38.6K - $44.1K
2.73K $284M
IDV
Ishares Tr

ETFs
-5.43K
- 10.44%
$27.62 - $30.64 $150K - $166K
46.5K $1.41B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-755
- 5.43%
$40.48 - $45.39 $30.6K - $34.3K
13.1K $578M
COST
Costco Wholesale Corp

Consumer Defensive
-19
- 4.53%
$801.83 - $917.05 $15.2K - $17.4K
400 $355M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-263
- 6.78%
$71.86 - $78.56 $18.9K - $20.7K
3.62K $284M
MA
Mastercard Inc

Financial Services
-40
- 7.77%
$429.6 - $500.99 $17.2K - $20K
475 $235M
SYK
Stryker Corp

Healthcare
-46
- 3.87%
$315.94 - $371.96 $14.5K - $17.1K
1.14K $413M
V
Visa Inc.

Financial Services
-28
- 1.92%
$253.74 - $291.56 $7.1K - $8.16K
1.43K $394M
JPEM
Jp Morgan Diversified Return

ETFs
-384
- 2.21%
$52.23 - $56.96 $20.1K - $21.9K
17K $963M
VIG
Vanguard Dividend Appreciation

ETFs
-17
- 0.99%
$182.15 - $182.15 $3.1K - $3.1K
1.71K $338M
VBR
Vanguard Small Cap Value ETF

ETFs
-212
- 5.7%
$179.99 - $201.6 $38.2K - $42.7K
3.51K $705M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-1.58K
- 6.14%
$46.13 - $52.38 $72.9K - $82.8K
24.1K $1.24B
META
Meta Platforms, Inc.

Communication Services
-57
- 5.21%
$453.41 - $572.44 $25.8K - $32.6K
1.04K $594M
VXF
Vanguard Extended Market ETF

ETFs
-8
- 0.17%
$163.98 - $182.92 $1.31K - $1.46K
4.72K $860M
DHS
Wisdomtree Tr U.S

ETFs
-3.36K
- 5.43%
$83.9 - $93.83 $282K - $315K
58.6K $5.49B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.94K
- 2.26%
$75.32 - $84.37 $222K - $248K
128K $10.7B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.93K
- 0.88%
$57.32 - $62.65 $111K - $121K
218K $13.6B
VTI
Vanguard Total Stock Market Et

ETFs
-6
- 0.01%
$255.18 - $283.2 $1.53K - $1.7K
81.7K $23.1B
Activity Summary
Buys All Purchases 103 New Holdings 17 Increased Positions 86 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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