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Synergy Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
2,252
+714
+46% +$406K 0.15% 85
2025
Q1
$790K Buy
1,538
+1,303
+554% +$670K 0.1% 101
2024
Q4
$124K Buy
+235
New +$124K 0.01% 222