Cyndeo Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 34,970 shares of VTI stock, worth $10.5 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
34,970
Previous 31,755 10.12%
Holding current value
$10.5 Million
Previous $8.99 Million 12.71%
% of portfolio
0.71%
Previous 0.64%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$280.04 - $302.45 $900,328 - $972,376
3,215 Added 10.12%
34,970 $10.1 Million
Q3 2024

Oct 18, 2024
BUY
$255.18 - $283.2 $1.66 Million - $1.85 Million
6,524 Added 25.86%
31,755 $8.99 Million
Q2 2024

Jul 30, 2024
BUY
$245.23 - $269.4 $94,168 - $103,449
384 Added 1.55%
25,231 $6.75 Million
Q1 2024

Apr 16, 2024
SELL
$232.77 - $260.14 $148,274 - $165,709
-637 Reduced 2.5%
24,847 $6.46 Million
Q4 2023

Jan 12, 2024
SELL
$203.12 - $238.25 $898,196 - $1.05 Million
-4,422 Reduced 14.79%
25,484 $6.05 Million
Q3 2023

Oct 10, 2023
SELL
$211.41 - $228.35 $8,456 - $9,134
-40 Reduced 0.13%
29,906 $6.35 Million
Q2 2023

Jul 27, 2023
BUY
$200.75 - $220.28 $1.07 Million - $1.17 Million
5,317 Added 21.59%
29,946 $6.6 Million
Q1 2023

Apr 21, 2023
SELL
$189.85 - $210.01 $776,296 - $858,730
-4,089 Reduced 14.24%
24,629 $5.03 Million
Q4 2022

Jan 25, 2023
BUY
$179.3 - $204.18 $5.15 Million - $5.86 Million
28,718 New
28,718 $0

Others Institutions Holding VTI

# of Institutions
3,356
Shares Held
460M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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