SFG
Synergy Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
4,626
-109
| -2% | -$31.1K | 0.97% | 24 |
|
|
2025
Q1 | $1.22M | Buy |
4,735
+1,348
| +40% | +$346K | 1.09% | 23 |
|
|
2024
Q4 | $913K | Buy |
3,387
+427
| +14% | +$115K | 0.76% | 32 |
|
|
2024
Q3 | $779K | Buy |
2,960
+153
| +5% | +$40.3K | 0.74% | 32 |
|
|
2024
Q2 | $701K | Buy |
2,807
+954
| +51% | +$238K | 0.73% | 33 |
|
|
2024
Q1 | $444K | Buy |
1,853
+822
| +80% | +$197K | 0.5% | 45 |
|
|
2023
Q4 | $225K | Buy |
+1,031
| New | +$225K | 0.28% | 77 |
|