Cyndeo Wealth Partners, LLC Vanguard Mega Cap Value Transaction History

Cyndeo Wealth Partners, LLC

$1.74 Billion
Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,335 shares of MGV stock, worth $877,270. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,335

Previous 7,690 17.62%

Holding current value

$877,270

Previous $1.06 Million 17.19%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$135.26 - $140.13 $183,277 - $189,876	-1,355 Reduced 17.62%	6,335 $877,000
Q3 2025 Oct 10, 2025	BUY	$129.46 - $137.85 $3,495 - $3,721	27 Added 0.35%	7,690 $1.06 Million
Q2 2025 Jul 24, 2025	BUY	$114.87 - $131.25 $19,872 - $22,706	173 Added 2.31%	7,663 $1.01 Million
Q1 2025 Apr 17, 2025	BUY	$123.61 - $133.01 $5,686 - $6,118	46 Added 0.62%	7,490 $953,000
Q4 2024 Jan 21, 2025	BUY	$124.06 - $133.48 $2,977 - $3,203	24 Added 0.32%	7,444 $929,000

Q3 2024 Oct 18, 2024	BUY	$118.0 - $128.28 $186,204 - $202,425	1,578 Added 27.01%	7,420 $951,000
Q2 2024 Jul 30, 2024	BUY	$113.61 - $120.34 $339,693 - $359,816	2,990 Added 104.84%	5,842 $692,000
Q1 2024 Apr 16, 2024	BUY	$108.33 - $119.51 $308,957 - $340,842	2,852 New	2,852 $340,000

Others Institutions Holding MGV

# of Institutions

560

Shares Held

55.4M

Call Options Held

13.5K

Put Options Held

2.4K

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About VANGUARD MEGA CAP VALUE

Ticker MGV
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Cyndeo Wealth Partners, LLC Vanguard Mega Cap Value Transaction History