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Synergy Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Synergy Investment Management’s Portfolio VTI Stock Details VTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.38M Sell
11,122
-827
-7% -$251K 2.04% 13
2025
Q1 		$3.28M Sell
11,949
-137
-1% -$37.7K 1.37% 16
2024
Q4 		$3.5M Buy
+12,086
New +$3.5M 1.51% 15