Zynergy Retirement Planning Llc Vanguard Small Cap ETF Transaction History
Zynergy Retirement Planning Llc
- $159 Billion
- Q3 2025
A detailed history of Zynergy Retirement Planning Llc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Zynergy Retirement Planning Llc holds 1,354 shares of VB stock, worth $338,242. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,354
Previous 1,354
-0.0%
Holding current value
$338,242
Previous $321 Million
7.3%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio