CWP
Cyndeo Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
39,441
+250
| +0.6% | +$110K | 1.03% | 21 |
|
|
2025
Q1 | $14.5M | Buy |
39,191
+90
| +0.2% | +$33.4K | 0.95% | 24 |
|
|
2024
Q4 | $16M | Buy |
39,101
+88
| +0.2% | +$36.1K | 1.08% | 20 |
|
|
2024
Q3 | $15M | Buy |
39,013
+6,917
| +22% | +$2.66M | 1.05% | 22 |
|
|
2024
Q2 | $12M | Sell |
32,096
-1,419
| -4% | -$531K | 0.94% | 22 |
|
|
2024
Q1 | $11.5M | Sell |
33,515
-4,676
| -12% | -$1.61M | 0.96% | 22 |
|
|
2023
Q4 | $11.9M | Sell |
38,191
-6,633
| -15% | -$2.06M | 1.1% | 18 |
|
|
2023
Q3 | $12.2M | Buy |
44,824
+1,832
| +4% | +$499K | 1.27% | 18 |
|
|
2023
Q2 | $12.2M | Buy |
42,992
+456
| +1% | +$129K | 1.27% | 17 |
|
|
2023
Q1 | $10.6M | Buy |
42,536
+3,267
| +8% | +$815K | 1.14% | 17 |
|
|
2022
Q4 | $8.37M | Buy |
+39,269
| New | +$8.37M | 0.98% | 20 |
|