Cyndeo Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.4 Billion
Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,582 shares of VOO stock, worth $1.43 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,582

Previous 2,033 27.0%

Holding current value

$1.43 Million

Previous $1.02 Million 34.06%

% of portfolio

0.1%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$475.2 - $527.7 $260,884 - $289,707	549 Added 27.0%	2,582 $1.36 Million
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $28,671 - $31,769	63 Added 3.2%	2,033 $1.02 Million
Q1 2024 Apr 16, 2024	SELL	$429.43 - $481.35 $182,937 - $205,055	-426 Reduced 17.78%	1,970 $946,000
Q4 2023 Jan 12, 2024	BUY	$377.32 - $438.19 $211,299 - $245,386	560 Added 30.5%	2,396 $1.05 Million
Q3 2023 Oct 10, 2023	SELL	$392.7 - $420.68 $214,806 - $230,111	-547 Reduced 22.95%	1,836 $720,000
Q2 2023 Jul 27, 2023	BUY	$371.44 - $407.28 $4,457 - $4,887	12 Added 0.51%	2,383 $970,000
Q1 2023 Apr 21, 2023	SELL	$348.66 - $382.94 $295,663 - $324,733	-848 Reduced 26.34%	2,371 $891,000
Q4 2022 Jan 25, 2023	BUY	$327.64 - $374.54 $1.05 Million - $1.21 Million	3,219 New	3,219 $0

Others Institutions Holding VOO

# of Institutions

3,154

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History