Cyndeo Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History

Cyndeo Wealth Partners, LLC

  • $1.19 Billion
  • Q1 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 8,109 shares of VO stock, worth $1.96 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,109
Previous 7,397 9.63%
Holding current value
$1.96 Million
Previous $1.72 Million 17.79%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Apr 16, 2024
BUY
$225.86 - $249.86 $160,812 - $177,900
712 Added 9.63%
8,109 $2.03 Million
Q4 2023

Jan 12, 2024
SELL
$195.66 - $233.95 $99,786 - $119,314
-510 Reduced 6.45%
7,397 $1.72 Million
Q3 2023

Oct 10, 2023
BUY
$206.6 - $228.23 $1.23 Million - $1.36 Million
5,977 Added 309.69%
7,907 $1.65 Million
Q2 2023

Jul 27, 2023
SELL
$203.43 - $220.16 $9,561 - $10,347
-47 Reduced 2.38%
1,930 $424,000
Q1 2023

Apr 21, 2023
SELL
$200.2 - $225.98 $3,003 - $3,389
-15 Reduced 0.75%
1,977 $416,000
Q4 2022

Jan 25, 2023
BUY
$199.06 - $217.26 $396,527 - $432,781
1,992 New
1,992 $0

Others Institutions Holding VO

# of Institutions
1,961
Shares Held
167M
Call Options Held
224K
Put Options Held
206K
View Full List

About VANGUARD MID-CAP ETF

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