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

Precedent Wealth Partners, LLC

  • $360 Billion
  • Q1 2025

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 2,867 shares of VBR stock, worth $516,002. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,867
Previous 3,682 22.13%
Holding current value
$516,002
Previous $730 Million 26.81%
% of portfolio
0.15%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$183.02 - $207.75 $149,161 - $169,316
-815 Reduced 22.13%
2,867 $534 Million
Q4 2024

Jan 21, 2025
BUY
$197.36 - $217.3 $33,945 - $37,375
172 Added 4.9%
3,682 $730 Million
Q3 2024

Oct 17, 2024
SELL
$179.99 - $201.6 $38,157 - $42,739
-212 Reduced 5.7%
3,510 $705 Million
Q2 2024

Jul 23, 2024
SELL
$177.65 - $191.11 $532 - $573
-3 Reduced 0.08%
3,722 $679 Million
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
1,700
Shares Held
95.4M
Call Options Held
48.6K
Put Options Held
10K
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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