Zynergy Retirement Planning’s Vanguard Value ETF VTV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$467K	Sell	2,643 -55	-2%	-$9.72K	0.31%	16
2025 Q1	$457K	Sell	2,698 -23	-0.8%	-$3.89K	0.32%	17
2024 Q4	$475K	Hold	2,721	–	–	0.33%	18
2024 Q3	$475K	Sell	2,721 -22	-0.8%	-$3.84K	0.33%	18
2024 Q2	$440K	Buy	+2,743	New	+$440K	0.34%	17