Cyndeo Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.63M | Buy |
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|
2025
Q2 | $1.54M | Sell |
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|
2025
Q1 | $2.83M | Buy |
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|
2024
Q4 | $2.8M | Buy |
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|
2024
Q3 | $2.72M | Buy |
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|
2024
Q2 | $2.28M | Buy |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $425K | Sell |
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|
2023
Q1 | $417K | Sell |
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|
2022
Q4 | $406K | Buy |
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