Cyndeo Wealth Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$329K Hold
2025
Q2
$305K Hold
2025
Q1
$276K Hold
2024
Q4
$290K Hold
2024
Q3
$283K Hold
2024
Q2
$267K Hold
2024
Q1
$259K Hold
2023
Q4
$236K Hold
2023
Q3
$212K Hold
2023
Q2
$219K Sell
2023
Q1
$496K Sell
2022
Q4
$1.24M Buy