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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-594	Closed	-$111K	–	542
2025 Q1	$111K	Sell	594 -411	-41%	-$76.6K	0.05%	163
2024 Q4	$199K	Buy	+1,005	New	+$199K	0.09%	119