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

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 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 3,510 shares of VBR stock, worth $696,278. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,510
Previous 3,722 5.7%
Holding current value
$696,278
Previous $679 Million 3.75%
% of portfolio
0.23%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
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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