Synergy Asset Management, LLC Vanguard Utilities ETF Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 42 shares of VPU stock, worth $7,277. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$7,277

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$160.52 - $179.11 $6,741 - $7,522	42 New	42 $6,000

Others Institutions Holding VPU

# of Institutions

642

Shares Held

18.1M

Call Options Held

85.2K

Put Options Held

26.6K

Wealthfront Advisers LLC

4.58M
Shares

$794 Million
0.62% of portfolio
Morgan Stanley New York, NY

1.12M
Shares

$194 Million
0.01% of portfolio
Beacon Capital Management, Inc.

994K
Shares

$172 Million
7.27% of portfolio
Bank Of America Corp Charlotte, NC

983K
Shares

$170 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

667K
Shares

$116 Million
0.05% of portfolio

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About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Synergy Asset Management, LLC Vanguard Utilities ETF Transaction History