Zynergy Retirement Planning’s VanEck Biotech ETF BBH Stock Holding History

Zynergy Retirement Planning’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-260	Closed	-$40.8K	–	31
2025 Q1	$40.8K	Hold	260	–	–	0.03%	50
2024 Q4	$46.1K	Hold	260	–	–	0.03%	43
2024 Q3	$46.1K	Hold	260	–	–	0.03%	43
2024 Q2	$43.8K	Buy	+260	New	+$42.5K	0.03%	44

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zynergy Retirement Planning's BBH Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of VanEck Biotech ETF (BBH) in Q2 2025, closing a stake of 260 shares — an estimated $40.8K sold.

Zynergy Retirement Planning first reported a position in BBH in Q2 2024 and held it in 4 quarters. The position peaked at $46.1K in Q4 2024. 98 funds tracked by Wall St. Rank hold BBH as of Q2 2025.

Zynergy Retirement Planning reported no remaining VanEck Biotech ETF position as of Q2 2025 after selling out during the quarter.
Zynergy Retirement Planning sold 260 VanEck Biotech ETF shares in Q2 2025, an estimated $40.8K.
Zynergy Retirement Planning first reported a position in VanEck Biotech ETF in Q2 2024 and held it in 4 quarters.
Zynergy Retirement Planning's VanEck Biotech ETF position peaked at $46.1K in Q4 2024.
98 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.