Cyndeo Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Cyndeo Wealth Partners, LLC

  • $1.19 Billion
  • Q1 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 1,434 shares of VIG stock, worth $261,203. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,434
Previous 1,454 1.38%
Holding current value
$261,203
Previous $247,000 5.67%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,141
Shares Held
191M
Call Options Held
652K
Put Options Held
72.3K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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