Cyndeo Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
5,495
-5,429
| -50% | -$1.52M | 0.09% | 186 |
|
|
2025
Q1 | $2.83M | Buy |
10,924
+320
| +3% | +$82.8K | 0.19% | 133 |
|
|
2024
Q4 | $2.8M | Buy |
10,604
+282
| +3% | +$74.5K | 0.19% | 136 |
|
|
2024
Q3 | $2.72M | Buy |
10,322
+893
| +9% | +$236K | 0.19% | 138 |
|
|
2024
Q2 | $2.28M | Buy |
9,429
+1,320
| +16% | +$320K | 0.18% | 148 |
|
|
2024
Q1 | $2.03M | Buy |
8,109
+712
| +10% | +$178K | 0.17% | 152 |
|
|
2023
Q4 | $1.72M | Sell |
7,397
-510
| -6% | -$119K | 0.16% | 153 |
|
|
2023
Q3 | $1.65M | Buy |
7,907
+5,977
| +310% | +$1.24M | 0.17% | 138 |
|
|
2023
Q2 | $425K | Sell |
1,930
-47
| -2% | -$10.3K | 0.04% | 231 |
|
|
2023
Q1 | $417K | Sell |
1,977
-15
| -0.8% | -$3.17K | 0.05% | 233 |
|
|
2022
Q4 | $406K | Buy |
+1,992
| New | +$406K | 0.05% | 234 |
|