Cyndeo Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 3,094 shares of VIG stock, worth $563,572. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,094

Previous 1,382 123.88%

Holding current value

$563,572

Previous $252,000 123.41%

% of portfolio

0.04%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$182.15 - $182.15 $311,840 - $311,840	1,712 Added 123.88%	3,094 $563,000
Q2 2024 Jul 30, 2024	SELL	$173.33 - $185.29 $9,013 - $9,635	-52 Reduced 3.63%	1,382 $252,000
Q1 2024 Apr 16, 2024	SELL	$168.47 - $182.98 $3,369 - $3,659	-20 Reduced 1.38%	1,434 $261,000
Q4 2023 Jan 12, 2024	SELL	$150.16 - $171.16 $4,054 - $4,621	-27 Reduced 1.82%	1,454 $247,000
Q3 2023 Oct 10, 2023	BUY	$155.38 - $166.95 $11,653 - $12,521	75 Added 5.33%	1,481 $230,000
Q2 2023 Jul 27, 2023	SELL	$152.74 - $162.43 $6,109 - $6,497	-40 Reduced 2.77%	1,406 $228,000
Q1 2023 Apr 21, 2023	SELL	$147.24 - $158.33 $35,337 - $37,999	-240 Reduced 14.23%	1,446 $222,000
Q4 2022 Jan 25, 2023	BUY	$144.84 - $158.71 $244,200 - $267,585	1,686 New	1,686 $0

Others Institutions Holding VIG

# of Institutions

2,233

Shares Held

203M

Call Options Held

463K

Put Options Held

229K

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About VANGUARD DIVIDEND APPRECIATION

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Cyndeo Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History