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 $16.6 Million. This represents 6.81% of its overall portfolio holdings.
Number of Shares
43,961
Previous 43,621
0.78%
Holding current value
$16.6 Million
Previous $17.9 Billion
8.95%
% of portfolio
6.81%
Previous 7.7%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,678Shares Held
260MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.04 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio