Cyndeo Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Cyndeo Wealth Partners, LLC

  • $1.72 Billion
  • Q3 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,875 shares of VYM stock, worth $405,403. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,875
Previous 2,878 0.1%
Holding current value
$405,403
Previous $383,000 5.74%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$132.9 - $142.03 $398 - $426
-3 Reduced 0.1%
2,875 $405,000
Q2 2025

Jul 24, 2025
BUY
$114.78 - $133.31 $344 - $399
3 Added 0.1%
2,878 $383,000
Q1 2025

Apr 17, 2025
SELL
$126.11 - $135.06 $32,536 - $34,845
-258 Reduced 8.23%
2,875 $366,000
Q2 2023

Jul 27, 2023
SELL
$101.36 - $107.68 $8,108 - $8,614
-80 Reduced 2.49%
3,133 $332,000
Q1 2023

Apr 21, 2023
BUY
$100.82 - $111.44 $8,065 - $8,915
80 Added 2.55%
3,213 $338,000
Q4 2022

Jan 25, 2023
BUY
$96.14 - $113.15 $301,206 - $354,498
3,133 New
3,133 $0

Others Institutions Holding VYM

# of Institutions
2,099
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email