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

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 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 2,658 shares of VBK stock, worth $754,313. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,658

Previous 2,527 5.18%

Holding current value

$754,313

Previous $632,000 12.34%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,118

Shares Held

42.2M

Call Options Held

53.1K

Put Options Held

28.3K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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