Precedent Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Precedent Wealth Partners, LLC

$306 Billion
Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 10,210 shares of VOO stock, worth $5.63 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

10,210

Previous 7,390 38.16%

Holding current value

$5.63 Million

Previous $3.9 Billion 41.07%

% of portfolio

1.79%

Previous 1.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$521.84 - $558.82 $1.47 Million - $1.58 Million	2,820 Added 38.16%	10,210 $5.5 Billion
Q3 2024 Oct 17, 2024	BUY	$475.2 - $527.7 $1.41 Million - $1.57 Million	2,974 Added 67.35%	7,390 $3.9 Billion
Q2 2024 Jul 23, 2024	BUY	$455.1 - $504.28 $488,322 - $541,092	1,073 Added 32.1%	4,416 $2.21 Billion
Q1 2024 Apr 23, 2024	BUY	$429.43 - $481.35 $446,607 - $500,604	1,040 Added 45.16%	3,343 $1.61 Billion
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $868,967 - $1.01 Million	2,303 New	2,303 $1.01 Billion

Others Institutions Holding VOO

# of Institutions

3,508

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

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.

Account

Precedent Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History