Precedent Wealth Partners, LLC Vanguard Energy ETF Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 2,246 shares of VDE stock, worth $281,558. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,246
Previous 2,676
16.07%
Holding current value
$281,558
Previous $341 Million
19.42%
% of portfolio
0.09%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding VDE
# of Institutions
669Shares Held
23.2MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$300 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$199 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$177 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$124 Million0.03% of portfolio
-
Wealthfront Advisers LLC984KShares$123 Million0.42% of portfolio