Synergy Investment Management, LLC Vanguard Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

A detailed history of Synergy Investment Management, LLC transactions in Vanguard stock. As of the latest transaction made, Synergy Investment Management, LLC holds 22,287 shares of VGSH stock, worth $1.31 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
22,287
Previous 42,967 48.13%
Holding current value
$1.31 Million
Previous $2.5 Billion 47.67%
% of portfolio
0.55%
Previous 1.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$58.07 - $58.69 $1.2 Million - $1.21 Million
-20,680 Reduced 48.13%
22,287 $1.31 Billion
Q4 2024

Feb 06, 2025
BUY
$58.02 - $58.88 $2.49 Million - $2.53 Million
42,967 New
42,967 $2.5 Billion

Others Institutions Holding VGSH

# of Institutions
1,032
Shares Held
276M
Call Options Held
6.2K
Put Options Held
400
View Full List

About VANGUARD

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

Track Synergy Investment Management, LLC Portfolio

Follow Synergy Investment Management, 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 Synergy Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email