Cyndeo Wealth Partners, LLC Vanguard Growth ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 39,101 shares of VUG stock, worth $15.2 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

39,101

Previous 39,013 0.23%

Holding current value

$15.2 Million

Previous $15 Million 7.14%

% of portfolio

1.13%

Previous 1.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$378.79 - $428.11 $33,333 - $37,673	88 Added 0.23%	39,101 $16 Million
Q3 2024 Oct 18, 2024	BUY	$341.08 - $391.94 $2.36 Million - $2.71 Million	6,917 Added 21.55%	39,013 $15 Million
Q2 2024 Jul 30, 2024	SELL	$322.46 - $377.11 $457,570 - $535,119	-1,419 Reduced 4.23%	32,096 $12 Million
Q1 2024 Apr 16, 2024	SELL	$301.05 - $346.61 $1.41 Million - $1.62 Million	-4,676 Reduced 12.24%	33,515 $11.5 Million
Q4 2023 Jan 12, 2024	SELL	$261.54 - $312.16 $1.73 Million - $2.07 Million	-6,633 Reduced 14.8%	38,191 $11.9 Million
Q3 2023 Oct 10, 2023	BUY	$269.56 - $293.5 $493,833 - $537,692	1,832 Added 4.26%	44,824 $12.2 Million
Q2 2023 Jul 27, 2023	BUY	$243.06 - $282.96 $110,835 - $129,029	456 Added 1.07%	42,992 $12.2 Million
Q1 2023 Apr 21, 2023	BUY	$209.25 - $249.44 $683,619 - $814,920	3,267 Added 8.32%	42,536 $10.6 Million
Q4 2022 Jan 25, 2023	BUY	$208.44 - $233.81 $8.19 Million - $9.18 Million	39,269 New	39,269 $0

Others Institutions Holding VUG

# of Institutions

2,667

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Cyndeo Wealth Partners, LLC Vanguard Growth ETF Transaction History