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Synergy Investment Management’s Vanguard Value ETF VTV Stock Holding History

Synergy Investment Management’s Portfolio VTV Stock Details VTV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.48M Buy
8,392
+265
+3% +$46.8K 0.89% 21
2025
Q1 		$1.4M Sell
8,127
-187
-2% -$32.3K 0.59% 40
2024
Q4 		$1.41M Buy
+8,314
New +$1.41M 0.61% 36