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

Cyndeo Wealth Partners, LLC

$1.19 Billion
Q1 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 2,923 shares of VBK stock, worth $755,566. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,923

Previous 4,249 31.21%

Holding current value

$755,566

Previous $1.03 Million 25.8%

% of portfolio

0.06%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$195.34 - $216.09 $1.32 Million - $1.46 Million	6,761 New	6,761 $0

Others Institutions Holding VBK

# of Institutions

1,069

Shares Held

39.7M

Call Options Held

45.9K

Put Options Held

17.7K

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