Synergy Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $346K | Hold |
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|
2025
Q2 | $323K | Hold |
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|
2025
Q1 | $291K | Hold |
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|
2024
Q4 | $295K | Sell |
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|
2024
Q3 | $305K | Hold |
|
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|
2024
Q2 | $287K | Hold |
|
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $320K | Buy |
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