Cyndeo Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
2,722
+283
| +12% | +$161K | 0.09% | 185 |
|
|
2025
Q1 | $1.25M | Sell |
2,439
-150
| -6% | -$77.1K | 0.08% | 189 |
|
|
2024
Q4 | $1.4M | Buy |
2,589
+7
| +0.3% | +$3.77K | 0.09% | 187 |
|
|
2024
Q3 | $1.36M | Buy |
2,582
+549
| +27% | +$290K | 0.1% | 187 |
|
|
2024
Q2 | $1.02M | Buy |
2,033
+63
| +3% | +$31.5K | 0.08% | 210 |
|
|
2024
Q1 | $947K | Sell |
1,970
-426
| -18% | -$205K | 0.08% | 203 |
|
|
2023
Q4 | $1.05M | Buy |
2,396
+560
| +31% | +$245K | 0.1% | 183 |
|
|
2023
Q3 | $721K | Sell |
1,836
-547
| -23% | -$215K | 0.08% | 195 |
|
|
2023
Q2 | $970K | Buy |
2,383
+12
| +0.5% | +$4.89K | 0.1% | 167 |
|
|
2023
Q1 | $892K | Sell |
2,371
-848
| -26% | -$319K | 0.1% | 178 |
|
|
2022
Q4 | $1.13M | Buy |
+3,219
| New | +$1.13M | 0.13% | 159 |
|