Cyndeo Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.47 Billion
Q1 2025

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 10,924 shares of VO stock, worth $2.76 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

10,924

Previous 10,604 3.02%

Holding current value

$2.76 Million

Previous $2.8 Million 0.29%

% of portfolio

0.19%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$251.87 - $277.95 $80,598 - $88,944	320 Added 3.02%	10,924 $2.81 Million
Q4 2024 Jan 21, 2025	BUY	$261.5 - $284.63 $73,743 - $80,265	282 Added 2.73%	10,604 $2.8 Million
Q3 2024 Oct 18, 2024	BUY	$237.84 - $263.83 $212,391 - $235,600	893 Added 9.47%	10,322 $2.72 Million
Q2 2024 Jul 30, 2024	BUY	$234.99 - $248.98 $310,186 - $328,653	1,320 Added 16.28%	9,429 $2.28 Million
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	$186.57 - $217.26 $371,647 - $432,781	1,992 New	1,992 $0

Others Institutions Holding VO

# of Institutions

2,328

Shares Held

190M

Call Options Held

55.1K

Put Options Held

18K

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About VANGUARD MID-CAP ETF

Ticker VO
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Cyndeo Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History