Synergy Financial Group, LTD VV Holdings History
Synergy Financial Group, LTD's Vanguard Large Cap ETF Holding Summary
As of 2025-03-31, Synergy Financial Group, LTD held 4,735.00 shares of Vanguard Large Cap ETF(VV), totaling $1.22 Mil. This investment constitutes 1.09% of their stock portfolio, and Synergy Financial Group, LTD now holds 0% of the outstanding Vanguard Large Cap ETF(VV) stock.
The initial trade took place in 2023Q4. And since then Synergy Financial Group, LTD has made 6 purchases of VV, at an average price of $242.39, for a total of 4,735.00 shares. Based on historical transaction data and VV's current price of $291.35, Synergy Financial Group, LTD's estimated gain on his VV holdings is $231,849.24, reflecting a 20.20% gain to date.
Synergy Financial Group, LTD VV ($291.35) Holding Chart
Synergy Financial Group, LTD VV ($291.35) 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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