Synergy Investment Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,207	Closed	-$194K	–	556
2025 Q1	$194K	Sell	1,207 -137	-10%	-$22K	0.08%	124
2024 Q4	$217K	Buy	+1,344	New	+$217K	0.09%	110