Synergy Asset Management, LLC Vanguard Transaction History

Synergy Asset Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$57.88 - $58.54 $51,686 - $52,276	893 Added 5.75%	16,414 $953,000
Q4 2023 Jan 19, 2024	BUY	$57.34 - $58.41 $55,103 - $56,132	961 Added 6.6%	15,521 $905,000
Q3 2023 Nov 14, 2023	BUY	$57.47 - $57.91 $213,673 - $215,309	3,718 Added 34.29%	14,560 $838,000
Q2 2023 Aug 02, 2023	SELL	$57.72 - $58.69 $141,125 - $143,497	-2,445 Reduced 18.4%	10,842 $625,000
Q1 2023 May 15, 2023	SELL	$57.32 - $58.77 $620,947 - $636,655	-10,833 Reduced 44.91%	13,287 $777,000
Q4 2022 Feb 10, 2023	BUY	$57.38 - $58.13 $379,970 - $384,936	6,622 Added 37.84%	24,120 $1.39 Million
Q3 2022 Nov 08, 2022	BUY	$57.67 - $59.08 $1.01 Million - $1.03 Million	17,498 New	17,498 $1.01 Million

913

231M

21.5K

32.6K

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