Synergy Asset Management, LLC Vanguard Mid Cap Growth Index Transaction History

Synergy Asset Management, LLC

  • $776 Million
  • Q1 2025

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 1,112 shares of VOT stock, worth $302,830. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,112
Previous 2,224 50.0%
Holding current value
$302,830
Previous $564,000 51.77%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$237.72 - $276.98 $264,344 - $308,001
-1,112 Reduced 50.0%
1,112 $272,000
Q4 2024

Jan 23, 2025
BUY
$241.48 - $274.89 $268,525 - $305,677
1,112 Added 100.0%
2,224 $564,000
Q3 2024

Oct 15, 2024
SELL
$218.05 - $243.47 $15,917 - $17,773
-73 Reduced 6.16%
1,112 $270,000
Q2 2024

Aug 05, 2024
BUY
$218.75 - $234.97 $62,343 - $66,966
285 Added 31.67%
1,185 $272,000
Q1 2024

Apr 18, 2024
BUY
$212.21 - $235.79 $190,989 - $212,211
900 New
900 $212,000

Others Institutions Holding VOT

# of Institutions
1,076
Shares Held
40.5M
Call Options Held
17.9K
Put Options Held
5.2K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
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