Synergy Financial Group, LTD Vanguard Mid Cap ETF Transaction History

Synergy Financial Group, LTD

$104 Million
Q3 2024

A detailed history of Synergy Financial Group, LTD transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Synergy Financial Group, LTD holds 3,894 shares of VO stock, worth $1.04 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

3,894

Previous 3,739 4.15%

Holding current value

$1.04 Million

Previous $905,000 13.48%

% of portfolio

0.99%

Previous 0.96%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	BUY	$237.84 - $263.83 $36,865 - $40,893	155 Added 4.15%	3,894 $1.03 Million
Q2 2024 Aug 13, 2024	BUY	$234.99 - $248.98 $217,130 - $230,057	924 Added 32.82%	3,739 $905,000
Q1 2024 May 15, 2024	BUY	$225.86 - $249.86 $194,013 - $214,629	859 Added 43.92%	2,815 $703,000
Q4 2023 Feb 14, 2024	BUY	$195.66 - $233.95 $41,871 - $50,065	214 Added 12.28%	1,956 $455,000
Q3 2023 Nov 01, 2023	BUY	$206.6 - $228.23 $82,640 - $91,292	400 Added 29.81%	1,742 $362,000
Q2 2023 Aug 16, 2023	BUY	$203.43 - $220.16 $1,017 - $1,100	5 Added 0.37%	1,342 $295,000
Q1 2023 May 03, 2023	BUY	$200.2 - $225.98 $267,667 - $302,135	1,337 New	1,337 $282,000
Q1 2022 Aug 03, 2022	SELL	$219.86 - $253.39 $184,462 - $212,594	-839 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$236.98 - $261.2 $198,826 - $219,146	839 New	839 $214,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

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About VANGUARD MID-CAP ETF

Ticker VO
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Synergy Financial Group, LTD Vanguard Mid Cap ETF Transaction History