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

Synergy Asset Management, LLC

  • $851 Million
  • Q2 2025

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 1,433 shares of VFQY stock, worth $209,389. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,433
Holding current value
$209,389
% of portfolio
0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$118.46 - $143.72 $169,753 - $205,950
1,433 New
1,433 $205,000
Q4 2024

Jan 23, 2025
BUY
$139.44 - $150.37 $265,075 - $285,853
1,901 Added 99.69%
3,808 $536,000
Q3 2024

Oct 15, 2024
BUY
$130.03 - $143.03 $3,250 - $3,575
25 Added 1.33%
1,907 $272,000
Q2 2024

Aug 05, 2024
SELL
$128.05 - $136.02 $21,384 - $22,715
-167 Reduced 8.15%
1,882 $252,000
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
94
Shares Held
1.13M
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
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