Cyndeo Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 34,970 shares of VTI stock, worth $10.6 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

34,970

Previous 31,755 10.12%

Holding current value

$10.6 Million

Previous $8.99 Million 12.71%

% of portfolio

0.71%

Previous 0.64%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$280.04 - $302.45 $900,328 - $972,376	3,215 Added 10.12%	34,970 $10.1 Million
Q3 2024 Oct 18, 2024	BUY	$255.18 - $283.2 $1.66 Million - $1.85 Million	6,524 Added 25.86%	31,755 $8.99 Million
Q2 2024 Jul 30, 2024	BUY	$245.23 - $269.4 $94,168 - $103,449	384 Added 1.55%	25,231 $6.75 Million
Q1 2024 Apr 16, 2024	SELL	$232.77 - $260.14 $148,274 - $165,709	-637 Reduced 2.5%	24,847 $6.46 Million
Q4 2023 Jan 12, 2024	SELL	$203.12 - $238.25 $898,196 - $1.05 Million	-4,422 Reduced 14.79%	25,484 $6.05 Million
Q3 2023 Oct 10, 2023	SELL	$211.41 - $228.35 $8,456 - $9,134	-40 Reduced 0.13%	29,906 $6.35 Million
Q2 2023 Jul 27, 2023	BUY	$200.75 - $220.28 $1.07 Million - $1.17 Million	5,317 Added 21.59%	29,946 $6.6 Million
Q1 2023 Apr 21, 2023	SELL	$189.85 - $210.01 $776,296 - $858,730	-4,089 Reduced 14.24%	24,629 $5.03 Million
Q4 2022 Jan 25, 2023	BUY	$179.3 - $204.18 $5.15 Million - $5.86 Million	28,718 New	28,718 $0

Others Institutions Holding VTI

# of Institutions

3,092

Shares Held

455M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Cyndeo Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History