Synergy Financial Group, LTD Vanguard Small Cap ETF Transaction History

Synergy Financial Group, LTD

  • $106 Million
  • Q1 2025

A detailed history of Synergy Financial Group, LTD transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Synergy Financial Group, LTD holds 2,157 shares of VB stock, worth $492,205. This represents 0.45% of its overall portfolio holdings.

Number of Shares
2,157
Previous 1,948 10.73%
Holding current value
$492,205
Previous $468,000 2.14%
% of portfolio
0.45%
Previous 0.41%

Shares

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

May 14, 2025
BUY
$217.89 - $252.64 $45,539 - $52,801
209 Added 10.73%
2,157 $478,000
Q4 2024

Feb 04, 2025
BUY
$233.76 - $261.58 $5,610 - $6,277
24 Added 1.25%
1,948 $468,000
Q3 2024

Nov 15, 2024
BUY
$214.77 - $237.72 $5,369 - $5,943
25 Added 1.32%
1,924 $456,000
Q2 2024

Aug 13, 2024
BUY
$210.76 - $226.94 $67,864 - $73,074
322 Added 20.42%
1,899 $414,000
Q1 2024

May 15, 2024
BUY
$204.0 - $228.59 $321,708 - $360,486
1,577 New
1,577 $360,000

Others Institutions Holding VB

# of Institutions
2,368
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Synergy Financial Group, LTD Portfolio

Follow Synergy Financial Group, LTD 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 Financial Group, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Financial Group, LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email