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Vanguard S&p 500 Etf idx shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 8.7k 568.03
2025-06-30 $1.3M 2.3k 568.03
2025-03-31 $790k 1.5k 513.91
2024-12-31 $124k 235 527.46