Precedent Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 81,717 shares of VTI stock, worth $24 Million. This represents 7.63% of its overall portfolio holdings.

Number of Shares
81,717
Previous 81,723 0.01%
Holding current value
$24 Million
Previous $21.9 Billion 5.84%
% of portfolio
7.63%
Previous 8.8%

Shares

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

Oct 17, 2024
SELL
$255.18 - $283.2 $1,531 - $1,699
-6 Reduced 0.01%
81,717 $23.1 Billion
Q1 2024

Apr 23, 2024
BUY
$232.77 - $260.14 $284,677 - $318,151
1,223 Added 1.52%
81,723 $21.2 Billion
Q4 2023

Jan 18, 2024
BUY
$203.12 - $238.25 $16.4 Million - $19.2 Million
80,500 New
80,500 $19.1 Billion

Others Institutions Holding VTI

# of Institutions
3,045
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Precedent Wealth Partners, LLC Portfolio

Follow Precedent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email