Cyndeo Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.3M | Sell |
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|
2025
Q2 | $21.3M | Buy |
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|
2025
Q1 | $19.2M | Buy |
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|
2024
Q4 | $19M | Buy |
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|
2024
Q3 | $16.6M | Buy |
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|
2024
Q2 | $13.5M | Buy |
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|
2024
Q1 | $12.3M | Buy |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.33M | Hold |
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|
2023
Q1 | $1.27M | Hold |
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|
2022
Q4 | $1.23M | Buy |
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