Synergy Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
5,375
-56
| -1% | -$15.7K | 1.11% | 20 |
|
|
2025
Q1 | $1.4M | Buy |
5,431
+1,155
| +27% | +$299K | 1.26% | 19 |
|
|
2024
Q4 | $1.13M | Buy |
4,276
+382
| +10% | +$101K | 0.94% | 25 |
|
|
2024
Q3 | $1.03M | Buy |
3,894
+155
| +4% | +$40.9K | 0.98% | 23 |
|
|
2024
Q2 | $905K | Buy |
3,739
+924
| +33% | +$224K | 0.95% | 26 |
|
|
2024
Q1 | $703K | Buy |
2,815
+859
| +44% | +$215K | 0.79% | 31 |
|
|
2023
Q4 | $455K | Buy |
1,956
+214
| +12% | +$49.8K | 0.56% | 43 |
|
|
2023
Q3 | $363K | Buy |
1,742
+400
| +30% | +$83.3K | 0.51% | 45 |
|
|
2023
Q2 | $295K | Buy |
1,342
+5
| +0.4% | +$1.1K | 0.4% | 56 |
|
|
2023
Q1 | $282K | Buy |
+1,337
| New | +$282K | 0.46% | 54 |
|
|
2022
Q1 | – | Sell |
-839
| Closed | -$214K | – | 102 |
|
|
2021
Q4 | $214K | Buy |
+839
| New | +$214K | 0.19% | 100 |
|