Synergy Asset Management, LLC Vanguard Mega Cap Value Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Synergy Asset Management, LLC holds 53 shares of MGV stock, worth $6,937. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,937

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$124.06 - $133.48 $6,575 - $7,074	53 New	53 $6,000

Others Institutions Holding MGV

# of Institutions

450

Shares Held

47.4M

Call Options Held

10.6K

Put Options Held

300

Assetmark, Inc

14M
Shares

$1.83 Billion
5.14% of portfolio
Bank Of America Corp Charlotte, NC

3.75M
Shares

$491 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.81M
Shares

$368 Million
0.03% of portfolio
Lincoln National Corp

1.93M
Shares

$252 Million
7.96% of portfolio
Ubs Group Ag

1.8M
Shares

$235 Million
0.05% of portfolio

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About VANGUARD MEGA CAP VALUE

Ticker MGV
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Synergy Asset Management, LLC Vanguard Mega Cap Value Transaction History