Precedent Wealth Partners, LLC Vanguard Energy ETF Transaction History
Precedent Wealth Partners, LLC
- $233 Billion
- Q1 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 2,738 shares of VDE stock, worth $344,002. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,738
Previous 2,803
2.32%
Holding current value
$344,002
Previous $329 Million
9.69%
% of portfolio
0.15%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
24.1MCall Options Held
116KPut Options Held
20.9K-
Bank Of America Corp Charlotte, NC2.44MShares$307 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.66MShares$209 Million0.02% of portfolio
-
Ubs Group Ag1.66MShares$208 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.32MShares$166 Million7.5% of portfolio
-
Wealthfront Advisers LLC991KShares$125 Million0.46% of portfolio