Precedent Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 2025

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 1,202 shares of VIG stock, worth $218,944. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,202
Previous 1,540 21.95%
Holding current value
$218,944
Previous $299 Million 17.65%
% of portfolio
0.06%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
N/A
-338 Reduced 21.95%
1,202 $246 Million
Q1 2025

Apr 17, 2025
BUY
N/A
330 Added 27.27%
1,540 $299 Million
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
2,572
Shares Held
220M
Call Options Held
572K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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