Synergy Investment Management, LLC Vanguard Small Cap Growth ETF Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 705 shares of VBK stock, worth $185,993. This represents 0.07% of its overall portfolio holdings.
Number of Shares
705
Previous 762
7.48%
Holding current value
$185,993
Previous $213 Million
16.83%
% of portfolio
0.07%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VBK
# of Institutions
1,209Shares Held
44.8MCall Options Held
48.5KPut Options Held
33K-
Bank Of America Corp Charlotte, NC9.86MShares$2.6 Billion0.2% of portfolio
-
Morgan Stanley New York, NY1.87MShares$494 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$445 Million4.13% of portfolio
-
Assetmark, Inc1.51MShares$400 Million1.05% of portfolio
-
Royal Bank Of Canada Toronto, A6988KShares$261 Million0.05% of portfolio