Synergy Asset Management, LLC Vanguard Wellington Fd U S Qua Transaction History

Synergy Asset Management, LLC

  • $574 Million
  • Q1 2024

A detailed history of Synergy Asset Management, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Synergy Asset Management, LLC holds 2,049 shares of VFQY stock, worth $274,545. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,049
Previous 3,153 35.01%
Holding current value
$274,545
Previous $398,000 29.65%
% of portfolio
0.05%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$123.23 - $136.93 $136,045 - $151,170
-1,104 Reduced 35.01%
2,049 $280,000
Q4 2023

Jan 19, 2024
BUY
$106.56 - $127.53 $335,983 - $402,102
3,153 New
3,153 $398,000

Others Institutions Holding VFQY

# of Institutions
78
Shares Held
1.04M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S QUA

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

Track Synergy Asset Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email