CWP
Cyndeo Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
89,917
+3,313
| +4% | +$785K | 1.26% | 13 |
|
|
2025
Q1 | $19.2M | Buy |
86,604
+7,397
| +9% | +$1.64M | 1.26% | 13 |
|
|
2024
Q4 | $19M | Buy |
79,207
+9,172
| +13% | +$2.2M | 1.29% | 11 |
|
|
2024
Q3 | $16.6M | Buy |
70,035
+8,084
| +13% | +$1.92M | 1.16% | 17 |
|
|
2024
Q2 | $13.5M | Buy |
61,951
+8,046
| +15% | +$1.75M | 1.06% | 19 |
|
|
2024
Q1 | $12.3M | Buy |
53,905
+46,833
| +662% | +$10.7M | 1.02% | 19 |
|
|
2023
Q4 | $1.51M | Buy |
7,072
+352
| +5% | +$75.1K | 0.14% | 163 |
|
|
2023
Q3 | $1.27M | Buy |
6,720
+16
| +0.2% | +$3.03K | 0.13% | 161 |
|
|
2023
Q2 | $1.33M | Hold |
6,704
| – | – | 0.14% | 153 |
|
|
2023
Q1 | $1.27M | Hold |
6,704
| – | – | 0.14% | 156 |
|
|
2022
Q4 | $1.23M | Buy |
+6,704
| New | +$1.23M | 0.14% | 154 |
|