Precedent Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,142 shares of VIG stock, worth $208,015. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,142
Previous 1,202 4.99%
Holding current value
$208,015
Previous $246 Million 0.17%
% of portfolio
0.05%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
N/A
-60 Reduced 4.99%
1,142 $246 Million
Q2 2025

Jul 21, 2025
SELL
N/A
-338 Reduced 21.95%
1,202 $246 Million
Q1 2025

Apr 17, 2025
BUY
N/A
330 Added 27.27%
1,540 $299 Million
Q4 2024

Jan 21, 2025
SELL
N/A
-497 Reduced 29.12%
1,210 $237 Million
Q3 2024

Oct 17, 2024
SELL
$182.15 - $182.15 $3,096 - $3,096
-17 Reduced 0.99%
1,707 $338 Million
Q2 2024

Jul 23, 2024
BUY
$173.33 - $185.29 $1,733 - $1,852
10 Added 0.58%
1,724 $315 Million
Q4 2023

Jan 18, 2024
BUY
$150.16 - $171.16 $257,374 - $293,368
1,714 New
1,714 $292 Million

Others Institutions Holding VIG

# of Institutions
2,654
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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