Cyndeo Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.26M Sell
45,680
-265
-0.6% -$13.1K 0.13% 154
2025
Q1
$2.08M Sell
45,945
-1,815
-4% -$82.1K 0.14% 158
2024
Q4
$2.1M Sell
47,760
-3,188
-6% -$140K 0.14% 155
2024
Q3
$2.44M Sell
50,948
-4,319
-8% -$207K 0.17% 145
2024
Q2
$2.42M Sell
55,267
-4,172
-7% -$183K 0.19% 141
2024
Q1
$2.48M Sell
59,439
-5,110
-8% -$213K 0.21% 139
2023
Q4
$2.65M Sell
64,549
-142,914
-69% -$5.87M 0.25% 114
2023
Q3
$8.13M Buy
207,463
+2,984
+1% +$117K 0.85% 27
2023
Q2
$8.32M Buy
204,479
+15,299
+8% +$622K 0.87% 23
2023
Q1
$7.64M Buy
189,180
+14,327
+8% +$579K 0.82% 26
2022
Q4
$6.82M Buy
+174,853
New +$6.82M 0.8% 30