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 33,515 shares of VUG stock, worth $13 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
33,515
Previous 38,191 12.24%
Holding current value
$13 Million
Previous $11.9 Million 2.84%
% of portfolio
0.97%
Previous 1.1%

Shares

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

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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