Cyndeo Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.24M Buy
2025
Q2
$1.12M Buy
2025
Q1
$642K Sell
2024
Q4
$741K Sell
2024
Q3
$711K Buy
2024
Q2
$632K Sell
2024
Q1
$762K Sell
2023
Q4
$1.03M Sell
2023
Q3
$1.7M Buy
2023
Q2
$1.81M Buy
2023
Q1
$1.57M Buy
2022
Q4
$1.36M Buy