CWP
Cyndeo Wealth Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
1,087
| – | – | 0.02% | 379 |
|
|
2025
Q1 | $276K | Hold |
1,087
| – | – | 0.02% | 381 |
|
|
2024
Q4 | $290K | Hold |
1,087
| – | – | 0.02% | 367 |
|
|
2024
Q3 | $283K | Hold |
1,087
| – | – | 0.02% | 379 |
|
|
2024
Q2 | $267K | Hold |
1,087
| – | – | 0.02% | 346 |
|
|
2024
Q1 | $259K | Hold |
1,087
| – | – | 0.02% | 340 |
|
|
2023
Q4 | $236K | Hold |
1,087
| – | – | 0.02% | 334 |
|
|
2023
Q3 | $212K | Hold |
1,087
| – | – | 0.02% | 318 |
|
|
2023
Q2 | $219K | Sell |
1,087
-1,575
| -59% | -$317K | 0.02% | 304 |
|
|
2023
Q1 | $496K | Sell |
2,662
-4,460
| -63% | -$831K | 0.05% | 219 |
|
|
2022
Q4 | $1.24M | Buy |
+7,122
| New | +$1.24M | 0.15% | 152 |
|