SYM Financial Corp’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
3,128
-49
| -2% | -$3.61K | 0.03% | 270 |
|
|
2025
Q1 | $233K | Sell |
3,177
-70
| -2% | -$5.14K | 0.03% | 226 |
|
|
2024
Q4 | $233K | Buy |
+3,247
| New | +$233K | 0.03% | 199 |
|
|
2023
Q4 | – | Sell |
-2,842
| Closed | -$198K | – | 179 |
|
|
2023
Q3 | $198K | Sell |
2,842
-10,833
| -79% | -$756K | 0.04% | 90 |
|
|
2023
Q2 | $994K | Buy |
13,675
+3,975
| +41% | +$289K | 0.2% | 22 |
|
|
2023
Q1 | $716K | Buy |
9,700
+864
| +10% | +$63.8K | 0.16% | 24 |
|
|
2022
Q4 | $635K | Buy |
8,836
+2,171
| +33% | +$156K | 0.15% | 26 |
|
|
2022
Q3 | $475K | Buy |
6,665
+487
| +8% | +$34.7K | 0.23% | 33 |
|
|
2022
Q2 | $465K | Buy |
6,178
+2,297
| +59% | +$173K | 0.22% | 28 |
|
|
2022
Q1 | $309K | Buy |
3,881
+69
| +2% | +$5.49K | 0.13% | 38 |
|
|
2021
Q4 | $323K | Buy |
+3,812
| New | +$323K | 0.13% | 34 |
|