Cyndeo Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
4,050
+1,498
| +59% | +$415K | 0.07% | 212 |
|
|
2025
Q1 | $642K | Sell |
2,552
-95
| -4% | -$23.9K | 0.04% | 266 |
|
|
2024
Q4 | $741K | Sell |
2,647
-11
| -0.4% | -$3.08K | 0.05% | 250 |
|
|
2024
Q3 | $711K | Buy |
2,658
+131
| +5% | +$35K | 0.05% | 257 |
|
|
2024
Q2 | $632K | Sell |
2,527
-396
| -14% | -$99.1K | 0.05% | 252 |
|
|
2024
Q1 | $762K | Sell |
2,923
-1,326
| -31% | -$346K | 0.06% | 227 |
|
|
2023
Q4 | $1.03M | Sell |
4,249
-3,677
| -46% | -$889K | 0.1% | 184 |
|
|
2023
Q3 | $1.7M | Buy |
7,926
+39
| +0.5% | +$8.35K | 0.18% | 137 |
|
|
2023
Q2 | $1.81M | Buy |
7,887
+615
| +8% | +$141K | 0.19% | 129 |
|
|
2023
Q1 | $1.57M | Buy |
7,272
+511
| +8% | +$111K | 0.17% | 144 |
|
|
2022
Q4 | $1.36M | Buy |
+6,761
| New | +$1.36M | 0.16% | 148 |
|