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Synergy Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Synergy Asset Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-276
Closed -$18.2K – 833
2024
Q4 		$18.2K Buy
+276
New +$18.7K ﹤0.01% 377

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Morgan Stanley
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Synergy Asset Management's VO Position: Q1 2025 in Review

Synergy Asset Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2025, closing a stake of 276 shares — an estimated $18.2K sold.

Synergy Asset Management first reported a position in VO in Q4 2024 and held it in 1 quarter. The position peaked at $18.2K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Synergy Asset Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 276 Vanguard Mid-Cap ETF shares in Q1 2025, an estimated $18.2K.
  • Synergy Asset Management first reported a position in Vanguard Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Vanguard Mid-Cap ETF position peaked at $18.2K in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.