PRECEDENT WEALTH PARTNERS, LLC VTI Holdings History
PRECEDENT WEALTH PARTNERS, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 83,455.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $22.94 Mil. This investment constitutes 6.37% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2023Q4. And since then PRECEDENT WEALTH PARTNERS, LLC has made 2 purchases of VTI, at an average price of $223.30, for a total of 83,942.00 shares. In addition, there have been 2 sales at an average price of $291.71 for 487.00 shares. Based on historical transaction data and VTI's current price of $309.09, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his VTI holdings is $7.19 Mil, reflecting a 38.37% gain to date.
PRECEDENT WEALTH PARTNERS, LLC VTI ($309.09) Holding Chart
PRECEDENT WEALTH PARTNERS, LLC VTI ($309.09) 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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