SFG
Synergy Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
2,124
-33
| -2% | -$7.82K | 0.37% | 50 |
|
|
2025
Q1 | $478K | Buy |
2,157
+209
| +11% | +$46.3K | 0.43% | 50 |
|
|
2024
Q4 | $468K | Buy |
1,948
+24
| +1% | +$5.77K | 0.39% | 50 |
|
|
2024
Q3 | $456K | Buy |
1,924
+25
| +1% | +$5.93K | 0.43% | 46 |
|
|
2024
Q2 | $414K | Buy |
1,899
+322
| +20% | +$70.2K | 0.43% | 44 |
|
|
2024
Q1 | $360K | Buy |
+1,577
| New | +$360K | 0.41% | 53 |
|