Synergy Asset Management, LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 1699080
VANCOUVER, WA
Position in VEA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,492,904
+$311,202 QoQ
Shares Held
38,903
+11.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,492,904 | 38,903 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,181,702 | 34,924 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $7,284,532 | 121,571 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,068,094 | 36,276 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $401,912 | 7,907 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,651 | 160 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||