Precedent Wealth Partners, LLC Vanguard Russell 3000 ETF Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,820 shares of VTHR stock, worth $537,391. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,820
Previous 1,820
-0.0%
Holding current value
$537,391
Previous $496 Million
7.91%
% of portfolio
0.12%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding VTHR
# of Institutions
226Shares Held
4.72MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN525KShares$155 Million0.04% of portfolio
-
Lincoln National Corp466KShares$138 Million3.87% of portfolio
-
Tompkins Financial Corp277KShares$81.7 Million6.97% of portfolio
-
Cliffwater LLC Marina Del Rey, CA236KShares$69.7 Million16.75% of portfolio
-
Morgan Stanley New York, NY225KShares$66.4 Million0.0% of portfolio