Synergy Asset Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Synergy Asset Management, LLC

  • $646 Million
  • Q3 2024

A detailed history of Synergy Asset Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Synergy Asset Management, LLC holds 4,466 shares of BIV stock, worth $334,860. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,466
Previous 15,411 71.02%
Holding current value
$334,860
Previous $1.15 Million 69.67%
% of portfolio
0.05%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$74.26 - $78.84 $812,775 - $862,903
-10,945 Reduced 71.02%
4,466 $350,000
Q2 2024

Aug 05, 2024
BUY
$73.13 - $75.43 $1.13 Million - $1.16 Million
15,411 New
15,411 $1.15 Million
Q4 2023

Jan 19, 2024
SELL
$70.49 - $76.74 $46,593 - $50,725
-661 Reduced 8.02%
7,576 $578,000
Q3 2023

Nov 14, 2023
BUY
$72.11 - $75.67 $399,777 - $419,514
5,544 Added 205.87%
8,237 $595,000
Q2 2023

Aug 02, 2023
BUY
$74.96 - $77.47 $201,867 - $208,626
2,693 New
2,693 $202,000

Others Institutions Holding BIV

# of Institutions
899
Shares Held
157M
Call Options Held
4K
Put Options Held
53.2K
View Full List

About VANGUARD BD INDEX FD INC INTER

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