Synergy Asset Management, LLC Vanguard Mid Cap Value Index F Transaction History
Synergy Asset Management, LLC
- $646 Million
- Q3 2024
A detailed history of Synergy Asset Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Synergy Asset Management, LLC holds 3,539 shares of VOE stock, worth $590,588. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,539
Previous 3,599
1.67%
Holding current value
$590,588
Previous $541,000
9.61%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding VOE
# of Institutions
1,071Shares Held
68.1MCall Options Held
32.8KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$808 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$766 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$586 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$523 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$513 Million0.04% of portfolio