Synergy Asset Management, LLC Vanguard Mid Cap Growth Index Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Synergy Asset Management, LLC holds 2,224 shares of VOT stock, worth $542,900. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,224
Previous 1,112
100.0%
Holding current value
$542,900
Previous $270,000
108.89%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
1,058Shares Held
42.3MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$757 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$702 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$663 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$559 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$453 Million0.34% of portfolio