Synergy Financial Group’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Sell
2,272
-33
-1% -$5.83K 0.3% 63
2025
Q1
$398K Sell
2,305
-1
-0% -$173 0.36% 58
2024
Q4
$390K Buy
+2,306
New +$390K 0.33% 57