Synergy Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
2025
Q1
$1.22M Buy
2024
Q4
$913K Buy
2024
Q3
$779K Buy
2024
Q2
$701K Buy
2024
Q1
$444K Buy
2023
Q4
$225K Buy