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

Synergy Asset Management, LLC

$776 Million
Q1 2025

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 16,005 shares of BIV stock, worth $1.23 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

16,005

Previous 21,530 25.66%

Holding current value

$1.23 Million

Previous $1.61 Million 23.82%

% of portfolio

0.16%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$73.78 - $76.59 $407,634 - $423,159	-5,525 Reduced 25.66%	16,005 $1.23 Million
Q4 2024 Jan 23, 2025	BUY	$74.5 - $78.37 $1.27 Million - $1.34 Million	17,064 Added 382.09%	21,530 $1.61 Million
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

998

Shares Held

187M

Call Options Held

4.4K

Put Options Held

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About VANGUARD BD INDEX FD INC INTER

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