Precedent Wealth Partners, LLC Vanguard Growth ETF Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,006 shares of VUG stock, worth $406,454. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,006
Previous 1,006
-0.0%
Holding current value
$406,454
Previous $376 Million
2.65%
% of portfolio
0.13%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.35 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.58 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.34 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.26 Billion6.36% of portfolio