Synergy Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
6,167
+53
| +0.9% | +$30.1K | 2.58% | 13 |
|
|
2025
Q1 | $3.14M | Buy |
6,114
+1,495
| +32% | +$768K | 2.82% | 8 |
|
|
2024
Q4 | $2.49M | Buy |
4,619
+3,073
| +199% | +$1.66M | 2.08% | 14 |
|
|
2024
Q3 | $816K | Buy |
1,546
+14
| +0.9% | +$7.39K | 0.77% | 30 |
|
|
2024
Q2 | $766K | Buy |
1,532
+190
| +14% | +$95K | 0.8% | 30 |
|
|
2024
Q1 | $645K | Buy |
1,342
+6
| +0.4% | +$2.89K | 0.73% | 33 |
|
|
2023
Q4 | $584K | Sell |
1,336
-354
| -21% | -$155K | 0.72% | 31 |
|
|
2023
Q3 | $664K | Buy |
1,690
+27
| +2% | +$10.6K | 0.93% | 29 |
|
|
2023
Q2 | $677K | Buy |
1,663
+5
| +0.3% | +$2.04K | 0.91% | 28 |
|
|
2023
Q1 | $624K | Buy |
1,658
+158
| +11% | +$59.4K | 1.01% | 24 |
|
|
2022
Q4 | $527K | Sell |
1,500
-18
| -1% | -$6.32K | 1.04% | 25 |
|
|
2022
Q3 | $498K | Buy |
1,518
+9
| +0.6% | +$2.95K | 0.75% | 41 |
|
|
2022
Q2 | $523K | Buy |
1,509
+16
| +1% | +$5.55K | 0.82% | 42 |
|
|
2022
Q1 | $620K | Buy |
1,493
+187
| +14% | +$77.7K | 0.65% | 42 |
|
|
2021
Q4 | $570K | Buy |
+1,306
| New | +$570K | 0.51% | 51 |
|