Precedent Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Precedent Wealth Partners, LLC

  • $233 Billion
  • Q1 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 3,725 shares of VBR stock, worth $676,385. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,725
Previous 3,822 2.54%
Holding current value
$676,385
Previous $688 Million 3.89%
% of portfolio
0.31%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$172.45 - $191.88 $16,727 - $18,612
-97 Reduced 2.54%
3,725 $715 Million
Q4 2023

Jan 18, 2024
BUY
$149.18 - $181.94 $570,165 - $695,374
3,822 New
3,822 $688 Million

Others Institutions Holding VBR

# of Institutions
1,446
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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