Precedent Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Precedent Wealth Partners, LLC

$454 Billion
Q3 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 2,614 shares of VBR stock, worth $537,072. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,614

Previous 2,635 0.8%

Holding current value

$537,072

Previous $514 Million 6.17%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$195.41 - $212.37 $4,103 - $4,459	-21 Reduced 0.8%	2,614 $546 Million
Q2 2025 Jul 21, 2025	SELL	$162.76 - $195.77 $37,760 - $45,418	-232 Reduced 8.09%	2,635 $514 Million
Q1 2025 Apr 17, 2025	SELL	$183.02 - $207.75 $149,161 - $169,316	-815 Reduced 22.13%	2,867 $534 Million
Q4 2024 Jan 21, 2025	BUY	$197.36 - $217.3 $33,945 - $37,375	172 Added 4.9%	3,682 $730 Million
Q3 2024 Oct 17, 2024	SELL	$179.99 - $201.6 $38,157 - $42,739	-212 Reduced 5.7%	3,510 $705 Million

Q2 2024 Jul 23, 2024	SELL	$177.65 - $191.11 $532 - $573	-3 Reduced 0.08%	3,722 $679 Million
Q1 2024 Apr 23, 2024	SELL	$172.45 - $191.88 $16,727 - $18,612	-97 Reduced 2.54%	3,725 $715 Million
Q4 2023 Jan 18, 2024	BUY	$149.18 - $181.94 $570,165 - $695,374	3,822 New	3,822 $688 Million

Others Institutions Holding VBR

# of Institutions

1,796

Shares Held

91.8M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History