Precedent Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 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 1,210 shares of VIG stock, worth $220,401. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,210
Previous 1,707 29.12%
Holding current value
$220,401
Previous $338 Million 29.91%
% of portfolio
0.08%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
N/A
-497 Reduced 29.12%
1,210 $237 Million
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
2,458
Shares Held
252M
Call Options Held
626K
Put Options Held
183K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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