Synergy Asset Management, LLC Vanguard Mid Cap Growth Index Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
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 2,224 shares of VOT stock, worth $582,487. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,224
Previous 1,112
100.0%
Holding current value
$582,487
Previous $270,000
108.89%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
1,053Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$812 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$753 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$711 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$599 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$486 Million0.34% of portfolio