Precedent Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,707 shares of VIG stock, worth $310,930. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,707
Previous 1,724 0.99%
Holding current value
$310,930
Previous $315 Million 7.43%
% of portfolio
0.11%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$182.15 - $182.15 $3,096 - $3,096
-17 Reduced 0.99%
1,707 $338 Million
Q2 2024

Jul 23, 2024
BUY
$173.33 - $185.29 $1,733 - $1,852
10 Added 0.58%
1,724 $315 Million
Q4 2023

Jan 18, 2024
BUY
$150.16 - $171.16 $257,374 - $293,368
1,714 New
1,714 $292 Million

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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