Synergy Investment Management, LLC Vanguard Mega Cap Value Transaction History

Synergy Investment Management, LLC

  • $166 Billion
  • Q2 2025

A detailed history of Synergy Investment Management, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Synergy Investment Management, LLC holds 5,550 shares of MGV stock, worth $728,493. This represents 0.44% of its overall portfolio holdings.

Number of Shares
5,550
Previous 5,917 6.2%
Holding current value
$728,493
Previous $762 Million 4.49%
% of portfolio
0.44%
Previous 0.32%

Shares

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

Aug 11, 2025
SELL
$114.87 - $131.25 $42,157 - $48,168
-367 Reduced 6.2%
5,550 $728 Million
Q1 2025

Apr 29, 2025
SELL
$123.61 - $133.01 $33,127 - $35,646
-268 Reduced 4.33%
5,917 $762 Million
Q4 2024

Feb 06, 2025
BUY
$124.06 - $133.48 $767,311 - $825,573
6,185 New
6,185 $773 Million

Others Institutions Holding MGV

# of Institutions
535
Shares Held
49.9M
Call Options Held
37.3K
Put Options Held
2.7K
View Full List

About VANGUARD MEGA CAP VALUE

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