Cyndeo Wealth Partners, LLC Vanguard Small Cap Growth ETF Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,647 shares of VBK stock, worth $668,102. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,647
Previous 2,658 0.41%
Holding current value
$668,102
Previous $710,000 4.37%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$264.18 - $304.19 $2,905 - $3,346
-11 Reduced 0.41%
2,647 $741,000
Q3 2024

Oct 18, 2024
BUY
$240.48 - $267.94 $31,502 - $35,100
131 Added 5.18%
2,658 $710,000
Q2 2024

Jul 30, 2024
SELL
$237.63 - $258.31 $94,101 - $102,290
-396 Reduced 13.55%
2,527 $632,000
Q1 2024

Apr 16, 2024
SELL
$231.0 - $260.72 $306,306 - $345,714
-1,326 Reduced 31.21%
2,923 $762,000
Q4 2023

Jan 12, 2024
SELL
$196.36 - $245.46 $722,015 - $902,556
-3,677 Reduced 46.39%
4,249 $1.03 Million
Q3 2023

Oct 10, 2023
BUY
$210.59 - $239.48 $8,213 - $9,339
39 Added 0.49%
7,926 $1.7 Million
Q2 2023

Jul 27, 2023
BUY
$209.12 - $229.74 $128,608 - $141,290
615 Added 8.46%
7,887 $1.81 Million
Q1 2023

Apr 21, 2023
BUY
$198.77 - $233.54 $101,571 - $119,338
511 Added 7.56%
7,272 $1.57 Million
Q4 2022

Jan 25, 2023
BUY
$192.0 - $216.09 $1.3 Million - $1.46 Million
6,761 New
6,761 $0

Others Institutions Holding VBK

# of Institutions
1,225
Shares Held
46.4M
Call Options Held
49.2K
Put Options Held
36.6K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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