Synergy Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$503K Sell
2025
Q1
$478K Buy
2024
Q4
$468K Buy
2024
Q3
$456K Buy
2024
Q2
$414K Buy
2024
Q1
$360K Buy