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Synergy Investment Management’s Vanguard Growth ETF VUG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.3M Buy
44,108
+147
+0.3% +$64.4K 11.66% 2
2025
Q1
$16.3M Buy
43,961
+340
+0.8% +$126K 6.81% 2
2024
Q4
$17.9M Buy
+43,621
New +$17.9M 7.7% 2