Synergy Asset Management’s Vanguard Value ETF VTV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$215K	Buy	+1,217	New	+$215K	0.02%	173
2025 Q1	–	Sell	-180	Closed	-$31.4K	–	851
2024 Q4	$31.4K	Buy	+180	New	+$31.4K	﹤0.01%	322
2023 Q1	–	Sell	-2,163	Closed	-$304K	–	127
2022 Q4	$304K	Buy	+2,163	New	+$304K	0.08%	83