Synergy Financial Group, LTD VOO Holdings History
Synergy Financial Group, LTD's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Synergy Financial Group, LTD held 6,114.00 shares of Vanguard S&P 500 ETF(VOO), totaling $3.14 Mil. This investment constitutes 2.82% of their stock portfolio, and Synergy Financial Group, LTD now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then Synergy Financial Group, LTD has made 11 purchases of VOO, at an average price of $505.84, for a total of 6,486.00 shares. In addition, there have been 2 sales at an average price of $406.61 for 372.00 shares. Based on historical transaction data and VOO's current price of $576.92, Synergy Financial Group, LTD's estimated gain on his VOO holdings is $397,698.42, reflecting a 12.12% gain to date.
Synergy Financial Group, LTD VOO ($576.92) Holding Chart
Synergy Financial Group, LTD VOO ($576.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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