Synergy Asset Management, LLC Vanguard Specialized Funds Van Transaction History

Synergy Asset Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	BUY	$71.05 - $89.54 $201,782 - $254,293	2,840 New	2,840 $250,000
Q1 2022 May 05, 2022	SELL	$99.96 - $115.1 $192,822 - $222,027	-1,929 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$102.53 - $116.01 $23,171 - $26,218	-226 Reduced 10.49%	1,929 $224,000
Q3 2021 Nov 10, 2021	BUY	$101.78 - $110.92 $219,335 - $239,032	2,155 New	2,155 $219,000

1,825

241M

1.22M

1.53M

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