Synergy Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
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|
2025
Q1 | $3.14M | Buy |
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|
2024
Q4 | $2.49M | Buy |
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|
2024
Q3 | $816K | Buy |
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|
2024
Q2 | $766K | Buy |
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|
2024
Q1 | $645K | Buy |
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|
2023
Q4 | $584K | Sell |
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|
2023
Q3 | $664K | Buy |
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|
2023
Q2 | $677K | Buy |
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|
2023
Q1 | $624K | Buy |
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|
2022
Q4 | $527K | Sell |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $620K | Buy |
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|
2021
Q4 | $570K | Buy |
|