Synergy Financial Group, LTD Vanguard Index Fds S&P 500 ETF Transaction History

Synergy Financial Group, LTD

$113 Million
Q4 2024

A detailed history of Synergy Financial Group, LTD transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Synergy Financial Group, LTD holds 4,619 shares of VOO stock, worth $2.4 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares

4,619

Previous 1,546 198.77%

Holding current value

$2.4 Million

Previous $815,000 205.28%

% of portfolio

2.19%

Previous 0.79%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$521.84 - $558.82 $1.6 Million - $1.72 Million	3,073 Added 198.77%	4,619 $2.49 Million
Q3 2024 Nov 15, 2024	BUY	$475.2 - $527.7 $6,652 - $7,387	14 Added 0.91%	1,546 $815,000
Q2 2024 Aug 13, 2024	BUY	$455.1 - $504.28 $86,469 - $95,813	190 Added 14.16%	1,532 $766,000
Q1 2024 May 15, 2024	BUY	$429.43 - $481.35 $2,576 - $2,888	6 Added 0.45%	1,342 $645,000
Q4 2023 Feb 14, 2024	SELL	$377.32 - $438.19 $133,571 - $155,119	-354 Reduced 20.95%	1,336 $583,000
Q3 2023 Nov 01, 2023	BUY	$392.7 - $420.68 $10,602 - $11,358	27 Added 1.62%	1,690 $663,000
Q2 2023 Aug 16, 2023	BUY	$371.44 - $407.28 $1,857 - $2,036	5 Added 0.3%	1,663 $677,000
Q1 2023 May 03, 2023	BUY	$348.66 - $382.94 $55,088 - $60,504	158 Added 10.53%	1,658 $623,000
Q4 2022 Feb 03, 2023	SELL	$327.64 - $374.54 $5,897 - $6,741	-18 Reduced 1.19%	1,500 $527,000
Q3 2022 Nov 01, 2022	BUY	$328.3 - $395.04 $2,954 - $3,555	9 Added 0.6%	1,518 $498,000
Q2 2022 Aug 04, 2022	BUY	$337.07 - $419.85 $5,393 - $6,717	16 Added 1.07%	1,509 $523,000
Q1 2022 Aug 03, 2022	BUY	$382.7 - $439.25 $71,564 - $82,139	187 Added 14.32%	1,493 $620,000
Q4 2021 Feb 11, 2022	BUY	$394.21 - $439.01 $514,838 - $573,347	1,306 New	1,306 $570,000

Others Institutions Holding VOO

# of Institutions

3,543

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Financial Group, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Financial Group, LTD with notifications on news.

Account

Synergy Financial Group, LTD Vanguard Index Fds S&P 500 ETF Transaction History