Cyndeo Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,511
| Closed | -$2.19M | – | 493 |
|
|
2025
Q1 | $2.19M | Buy |
8,511
+2,068
| +32% | +$532K | 0.14% | 155 |
|
|
2024
Q4 | $1.74M | Hold |
6,443
| – | – | 0.12% | 175 |
|
|
2024
Q3 | $1.7M | Sell |
6,443
-126
| -2% | -$33.2K | 0.12% | 175 |
|
|
2024
Q2 | $1.64M | Buy |
6,569
+154
| +2% | +$38.4K | 0.13% | 175 |
|
|
2024
Q1 | $1.54M | Hold |
6,415
| – | – | 0.13% | 168 |
|
|
2023
Q4 | $1.4M | Sell |
6,415
-500
| -7% | -$109K | 0.13% | 165 |
|
|
2023
Q3 | $1.35M | Buy |
+6,915
| New | +$1.35M | 0.14% | 158 |
|