Cyndeo Wealth Partners, LLC Vanguard Extended Duration Tre Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 3,596 shares of EDV stock, worth $250,641. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,596

Previous 93,209 96.14%

Holding current value

$250,641

Previous $7.43 Million 96.73%

% of portfolio

0.02%

Previous 0.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$67.27 - $79.67 $6.03 Million - $7.14 Million	-89,613 Reduced 96.14%	3,596 $243,000
Q3 2024 Oct 18, 2024	BUY	$70.73 - $83.52 $93,222 - $110,079	1,318 Added 1.43%	93,209 $7.43 Million
Q2 2024 Jul 30, 2024	BUY	$68.41 - $76.58 $48,023 - $53,759	702 Added 0.77%	91,891 $6.75 Million
Q1 2024 Apr 16, 2024	SELL	$73.47 - $80.71 $92,939 - $102,098	-1,265 Reduced 1.37%	91,189 $6.99 Million
Q4 2023 Jan 12, 2024	BUY	$62.83 - $82.79 $335,637 - $442,264	5,342 Added 6.13%	92,454 $7.49 Million
Q3 2023 Oct 10, 2023	SELL	$69.75 - $86.3 $5.2 Million - $6.43 Million	-74,499 Reduced 46.1%	87,112 $6.1 Million
Q2 2023 Jul 27, 2023	BUY	$83.35 - $92.48 $13.5 Million - $14.9 Million	161,611 New	161,611 $14.1 Million

Others Institutions Holding EDV

# of Institutions

190

Shares Held

16M

Call Options Held

416K

Put Options Held

422K

View Full List

About VANGUARD EXTENDED DURATION TRE

Ticker EDV
Sector ETFs
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Cyndeo Wealth Partners, LLC Vanguard Extended Duration Tre Transaction History