Synergy Asset Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Synergy Asset Management’s Portfolio VLUE Stock Details VLUE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.39M	Buy
2021 Q2	–	Sell
2021 Q1	$2.38M	Buy