Cyndeo Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
33,689
+3,202
| +11% | +$973K | 0.61% | 41 |
|
|
2025
Q1 | $8.38M | Sell |
30,487
-4,483
| -13% | -$1.23M | 0.55% | 49 |
|
|
2024
Q4 | $10.1M | Buy |
34,970
+3,215
| +10% | +$932K | 0.69% | 35 |
|
|
2024
Q3 | $8.99M | Buy |
31,755
+6,524
| +26% | +$1.85M | 0.63% | 43 |
|
|
2024
Q2 | $6.75M | Buy |
25,231
+384
| +2% | +$103K | 0.53% | 51 |
|
|
2024
Q1 | $6.46M | Sell |
24,847
-637
| -2% | -$166K | 0.54% | 52 |
|
|
2023
Q4 | $6.05M | Sell |
25,484
-4,422
| -15% | -$1.05M | 0.56% | 47 |
|
|
2023
Q3 | $6.35M | Sell |
29,906
-40
| -0.1% | -$8.5K | 0.66% | 43 |
|
|
2023
Q2 | $6.6M | Buy |
29,946
+5,317
| +22% | +$1.17M | 0.69% | 46 |
|
|
2023
Q1 | $5.03M | Sell |
24,629
-4,089
| -14% | -$835K | 0.54% | 54 |
|
|
2022
Q4 | $5.49M | Buy |
+28,718
| New | +$5.49M | 0.64% | 48 |
|