Synergy Financial Group, LTD Vanguard Index Fds S&P 500 ETF Transaction History

Synergy Financial Group, LTD

$87.4 Million
Q1 2024

A detailed history of Synergy Financial Group, LTD transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Synergy Financial Group, LTD holds 1,342 shares of VOO stock, worth $671,174. This represents 0.74% of its overall portfolio holdings.

Number of Shares

1,342

Previous 1,336 0.45%

Holding current value

$671,174

Previous $583,000 10.63%

% of portfolio

0.74%

Previous 0.72%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$429.43 - $481.35 $2,576 - $2,888	6 Added 0.45%	1,342 $645,000
Q4 2023 Feb 14, 2024	SELL	$377.32 - $438.19 $133,571 - $155,119	-354 Reduced 20.95%	1,336 $583,000
Q3 2023 Nov 01, 2023	BUY	$392.7 - $420.68 $10,602 - $11,358	27 Added 1.62%	1,690 $663,000
Q2 2023 Aug 16, 2023	BUY	$371.44 - $407.28 $1,857 - $2,036	5 Added 0.3%	1,663 $677,000
Q1 2023 May 03, 2023	BUY	$348.66 - $382.94 $55,088 - $60,504	158 Added 10.53%	1,658 $623,000

Q4 2022 Feb 03, 2023	SELL	$343.59 - $374.54 $6,184 - $6,741	-18 Reduced 1.19%	1,500 $527,000
Q3 2022 Nov 01, 2022	BUY	$339.63 - $395.04 $3,056 - $3,555	9 Added 0.6%	1,518 $498,000
Q2 2022 Aug 04, 2022	BUY	$337.07 - $419.85 $5,393 - $6,717	16 Added 1.07%	1,509 $523,000
Q1 2022 Aug 03, 2022	BUY	$382.7 - $439.25 $71,564 - $82,139	187 Added 14.32%	1,493 $620,000
Q4 2021 Feb 11, 2022	BUY	$394.21 - $439.01 $514,838 - $573,347	1,306 New	1,306 $570,000

Others Institutions Holding VOO

# of Institutions

2,882

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Synergy Financial Group, LTD Vanguard Index Fds S&P 500 ETF Transaction History