Synergy Investment Management, LLC Vanguard Growth ETF Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 43,961 shares of VUG stock, worth $20.2 Million. This represents 6.81% of its overall portfolio holdings.
Number of Shares
43,961
Previous 43,621
0.78%
Holding current value
$20.2 Million
Previous $17.9 Billion
8.95%
% of portfolio
6.81%
Previous 7.7%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,749Shares Held
267MCall Options Held
306KPut Options Held
295K-
Bank Of America Corp Charlotte, NC48.5MShares$22.3 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.8 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.44 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.73 Billion1.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.35 Billion5.82% of portfolio