Precedent Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Precedent Wealth Partners, LLC

$306 Billion
Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 10,210 shares of VOO stock, worth $5.31 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

10,210

Previous 7,390 38.16%

Holding current value

$5.31 Million

Previous $3.9 Billion 41.07%

% of portfolio

1.79%

Previous 1.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$521.84 - $558.82 $1.47 Million - $1.58 Million	2,820 Added 38.16%	10,210 $5.5 Billion
Q3 2024 Oct 17, 2024	BUY	$475.2 - $527.7 $1.41 Million - $1.57 Million	2,974 Added 67.35%	7,390 $3.9 Billion
Q2 2024 Jul 23, 2024	BUY	$455.1 - $504.28 $488,322 - $541,092	1,073 Added 32.1%	4,416 $2.21 Billion
Q1 2024 Apr 23, 2024	BUY	$429.43 - $481.35 $446,607 - $500,604	1,040 Added 45.16%	3,343 $1.61 Billion
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $868,967 - $1.01 Million	2,303 New	2,303 $1.01 Billion

Others Institutions Holding VOO

# of Institutions

3,543

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Precedent Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History