Cyndeo Wealth Partners, LLC Vanguard Small Cap ETF Transaction History

Cyndeo Wealth Partners, LLC

  • $1.27 Billion
  • Q2 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 61,951 shares of VB stock, worth $14.5 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
61,951
Previous 53,905 14.93%
Holding current value
$14.5 Million
Previous $12.3 Million 9.62%
% of portfolio
1.07%
Previous 1.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$210.76 - $226.94 $1.7 Million - $1.83 Million
8,046 Added 14.93%
61,951 $13.5 Million
Q1 2024

Apr 16, 2024
BUY
$204.0 - $228.59 $9.55 Million - $10.7 Million
46,833 Added 662.23%
53,905 $12.3 Million
Q4 2023

Jan 12, 2024
BUY
$175.26 - $215.9 $61,691 - $75,996
352 Added 5.24%
7,072 $1.51 Million
Q3 2023

Oct 10, 2023
BUY
$186.24 - $208.75 $2,979 - $3,340
16 Added 0.24%
6,720 $1.27 Million
Q4 2022

Jan 25, 2023
BUY
$172.82 - $196.57 $1.16 Million - $1.32 Million
6,704 New
6,704 $0

Others Institutions Holding VB

# of Institutions
2,032
Shares Held
147M
Call Options Held
63.7K
Put Options Held
17.3K
View Full List

About VANGUARD SMALL-CAP ETF

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