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Synergy Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

Synergy Investment Management’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$327K Sell
1,380
-47
-3% -$11.1K 0.2% 61
2025
Q1 		$316K Sell
1,427
-78
-5% -$17.3K 0.13% 92
2024
Q4 		$361K Buy
+1,505
New +$361K 0.16% 82