Synergy Asset Management, LLC Vanguard Mid Cap Growth Index Transaction History

Synergy Asset Management, LLC

$902 Million
Q4 2025

A detailed history of Synergy Asset Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Synergy Asset Management, LLC holds 921 shares of VOT stock, worth $257,695. This represents 0.03% of its overall portfolio holdings.

Number of Shares

921

Previous 3,086 70.16%

Holding current value

$257,695

Previous $906,000 71.63%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$279.76 - $298.12 $605,680 - $645,429	-2,165 Reduced 70.16%	921 $257,000
Q3 2025 Oct 21, 2025	BUY	$282.75 - $294.19 $618,091 - $643,099	2,186 Added 242.89%	3,086 $906,000
Q2 2025 Jul 21, 2025	SELL	$216.28 - $284.39 $45,851 - $60,290	-212 Reduced 19.06%	900 $255,000
Q1 2025 Apr 22, 2025	SELL	$237.72 - $276.98 $264,344 - $308,001	-1,112 Reduced 50.0%	1,112 $272,000
Q4 2024 Jan 23, 2025	BUY	$241.48 - $274.89 $268,525 - $305,677	1,112 Added 100.0%	2,224 $564,000

Q3 2024 Oct 15, 2024	SELL	$218.05 - $243.47 $15,917 - $17,773	-73 Reduced 6.16%	1,112 $270,000
Q2 2024 Aug 05, 2024	BUY	$218.75 - $234.97 $62,343 - $66,966	285 Added 31.67%	1,185 $272,000
Q1 2024 Apr 18, 2024	BUY	$212.21 - $235.79 $190,989 - $212,211	900 New	900 $212,000

Others Institutions Holding VOT

# of Institutions

1,161

Shares Held

41.9M

Call Options Held

15K

Put Options Held

9.2K

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About VANGUARD MID-CAP GROWTH INDEX

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Synergy Asset Management, LLC Vanguard Mid Cap Growth Index Transaction History