Cyndeo Wealth Partners, LLC Vanguard Transaction History

Cyndeo Wealth Partners, LLC

  • $1.19 Billion
  • Q1 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,430 shares of VGSH stock, worth $257,648. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,430
Previous 4,070 8.85%
Holding current value
$257,648
Previous $237,000 8.44%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$57.88 - $58.54 $20,836 - $21,074
360 Added 8.85%
4,430 $257,000
Q4 2023

Jan 12, 2024
SELL
$57.34 - $58.41 $31,651 - $32,242
-552 Reduced 11.94%
4,070 $237,000
Q3 2023

Oct 10, 2023
BUY
$57.47 - $57.91 $39,366 - $39,668
685 Added 17.4%
4,622 $266,000
Q2 2023

Jul 27, 2023
BUY
$57.72 - $58.69 $227,243 - $231,062
3,937 New
3,937 $227,000

Others Institutions Holding VGSH

# of Institutions
893
Shares Held
241M
Call Options Held
39.3K
Put Options Held
58.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email