Synergy Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$216K	Buy	+710	New	+$216K	0.16%	106
2025 Q1	–	Sell	-710	Closed	-$206K	–	112
2024 Q4	$206K	Hold	710	–	–	0.17%	97
2024 Q3	$201K	Buy	+710	New	+$201K	0.19%	93