Cyndeo Wealth Partners, LLC Vanguard Value ETF Transaction History

Cyndeo Wealth Partners, LLC

  • $1.72 Billion
  • Q3 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 51,005 shares of VTV stock, worth $9.55 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
51,005
Previous 50,853 0.3%
Holding current value
$9.55 Million
Previous $8.99 Million 5.83%
% of portfolio
0.55%
Previous 0.56%

Shares

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

Oct 10, 2025
BUY
$175.51 - $186.57 $26,677 - $28,358
152 Added 0.3%
51,005 $9.51 Million
Q2 2025

Jul 24, 2025
SELL
$153.67 - $176.74 $5,685 - $6,539
-37 Reduced 0.07%
50,853 $8.99 Million
Q1 2025

Apr 17, 2025
BUY
$167.73 - $179.21 $22,308 - $23,834
133 Added 0.26%
50,890 $8.69 Million
Q4 2024

Jan 21, 2025
BUY
$168.32 - $181.87 $301,797 - $326,092
1,793 Added 3.66%
50,757 $8.59 Million
Q3 2024

Oct 18, 2024
BUY
$159.75 - $174.57 $589,797 - $644,512
3,692 Added 8.16%
48,964 $8.55 Million
Q2 2024

Jul 30, 2024
SELL
$154.57 - $163.65 $317,486 - $336,137
-2,054 Reduced 4.34%
45,272 $7.26 Million
Q1 2024

Apr 16, 2024
SELL
$147.46 - $162.86 $806,753 - $891,007
-5,471 Reduced 10.36%
47,326 $7.71 Million
Q4 2023

Jan 12, 2024
SELL
$131.82 - $149.95 $2.53 Million - $2.88 Million
-19,192 Reduced 26.66%
52,797 $7.89 Million
Q3 2023

Oct 10, 2023
BUY
$137.93 - $147.18 $455,031 - $485,546
3,299 Added 4.8%
71,989 $9.93 Million
Q2 2023

Jul 27, 2023
BUY
$134.74 - $142.42 $358,138 - $378,552
2,658 Added 4.03%
68,690 $9.76 Million
Q1 2023

Apr 21, 2023
BUY
$132.13 - $144.96 $21,537 - $23,628
163 Added 0.25%
66,032 $9.12 Million
Q4 2022

Jan 25, 2023
BUY
$124.69 - $146.24 $8.21 Million - $9.63 Million
65,869 New
65,869 $0

Others Institutions Holding VTV

# of Institutions
2,752
Shares Held
586M
Call Options Held
159K
Put Options Held
34K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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