SYM Financial Corp’s Vanguard Materials ETF VAW Stock Holding History

SYM Financial Corp’s Portfolio VAW Stock Details VAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-20	Closed	-$3.64K	–	198
2023 Q2	$3.64K	Buy	+20	New	+$3.5K	﹤0.01%	109
2023 Q1	–	Sell	-32	Closed	-$5.45K	–	120
2022 Q4	$5.45K	Hold	32	–	–	﹤0.01%	112
2022 Q3	$5K	Sell	32 -32	-50%	-$5.28K	﹤0.01%	96
2022 Q2	$10K	Buy	64 +32	+100%	+$5.86K	﹤0.01%	99
2022 Q1	$6K	Buy	+32	New	+$5.98K	﹤0.01%	105
2020 Q4	–	Sell	-14	Closed	-$2K	–	88
2020 Q3	$2K	Buy	+14	New	+$1.85K	﹤0.01%	76
2018 Q4	–	Sell	-116	Closed	-$15K	–	100
2018 Q3	$15K	Hold	116	–	–	0.01%	77
2018 Q2	$15K	Buy	+116	New	+$15.4K	0.01%	61

Other funds holding VAW

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SYM Financial Corp's VAW Position: Q3 2023 in Review

SYM Financial Corp sold out of Vanguard Materials ETF (VAW) in Q3 2023, closing a stake of 20 shares — an estimated $3.64K sold.

SYM Financial Corp first reported a position in VAW in Q2 2018 and held it in 8 quarters. The position peaked at $15K in Q3 2018. 340 funds tracked by Wall St. Rank hold VAW as of Q3 2023.

SYM Financial Corp reported no remaining Vanguard Materials ETF position as of Q3 2023 after selling out during the quarter.
SYM Financial Corp sold 20 Vanguard Materials ETF shares in Q3 2023, an estimated $3.64K.
SYM Financial Corp first reported a position in Vanguard Materials ETF in Q2 2018 and held it in 8 quarters.
SYM Financial Corp's Vanguard Materials ETF position peaked at $15K in Q3 2018.
340 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q3 2023.

Based on SYM Financial Corp's 13F filing for Q3 2023, filed 27 Oct 2023.