Number of Shares
243,752.00
Current Holdings Value*
$12.39 Mil
% of Portfolio
3.44%
Total Estimate Gain
$2.68 Mil
% of Total Estimate Gain
22.59%

PRECEDENT WEALTH PARTNERS, LLC's Vanguard FTSE Developed Markets ETF Holding Summary

As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 243,752.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $12.39 Mil. This investment constitutes 3.44% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 0.01% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.

The initial trade took place in 2023Q4. And since then PRECEDENT WEALTH PARTNERS, LLC has made 4 purchases of VEA, at an average price of $45.79, for a total of 259,252.00 shares. In addition, there have been 1 sales at an average price of $48.29 for 15,500.00 shares. Based on historical transaction data and VEA's current price of $56.64, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his VEA holdings is $2.68 Mil, reflecting a 22.59% gain to date.

PRECEDENT WEALTH PARTNERS, LLC VEA ($56.64) Holding Chart

PRECEDENT WEALTH PARTNERS, LLC VEA ($56.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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