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Synergy Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$22.9M Buy
40,328
+2,819
+8% +$1.6M 13.81% 1
2025
Q1
$19.3M Buy
37,509
+2,709
+8% +$1.39M 8.05% 1
2024
Q4
$18.8M Buy
+34,800
New +$18.8M 8.06% 1