Synergy Investment Management, LLC Vanguard Growth ETF Transaction History

Synergy Investment Management, LLC

  • $262 Billion
  • Q3 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 42,620 shares of VUG stock, worth $20.6 Million. This represents 7.81% of its overall portfolio holdings.

Number of Shares
42,620
Previous 44,108 3.37%
Holding current value
$20.6 Million
Previous $19.3 Billion 5.71%
% of portfolio
7.81%
Previous 11.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$433.97 - $484.08 $645,747 - $720,311
-1,488 Reduced 3.37%
42,620 $20.4 Billion
Q2 2025

Aug 11, 2025
BUY
$329.49 - $438.4 $48,435 - $64,444
147 Added 0.33%
44,108 $19.3 Billion
Q1 2025

Apr 29, 2025
BUY
$369.1 - $427.61 $125,494 - $145,387
340 Added 0.78%
43,961 $16.3 Billion
Q4 2024

Feb 06, 2025
BUY
$378.79 - $428.11 $16.5 Million - $18.7 Million
43,621 New
43,621 $17.9 Billion

Others Institutions Holding VUG

# of Institutions
2,915
Shares Held
277M
Call Options Held
345K
Put Options Held
186K
View Full List

About VANGUARD GROWTH ETF

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

Track Synergy Investment Management, LLC Portfolio

Follow Synergy Investment Management, LLC 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 Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email