SFC
SYM Financial Corp’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
869
-79
| -8% | -$18.7K | 0.02% | 306 |
|
|
2025
Q1 | $210K | Buy |
948
+758
| +399% | +$168K | 0.03% | 254 |
|
|
2024
Q4 | $45.6K | Buy |
190
+10
| +6% | +$2.4K | 0.01% | 281 |
|
|
2024
Q3 | $42.7K | Sell |
180
-19
| -10% | -$4.5K | 0.01% | 226 |
|
|
2024
Q2 | $43.4K | Buy |
199
+19
| +11% | +$4.14K | 0.01% | 212 |
|
|
2024
Q1 | $41.1K | Hold |
180
| – | – | 0.01% | 134 |
|
|
2023
Q4 | $38.4K | Hold |
180
| – | – | 0.01% | 146 |
|
|
2023
Q3 | $34K | Sell |
180
-372
| -67% | -$70.3K | 0.01% | 138 |
|
|
2023
Q2 | $110K | Buy |
552
+477
| +636% | +$94.8K | 0.02% | 71 |
|
|
2023
Q1 | $14.2K | Hold |
75
| – | – | ﹤0.01% | 90 |
|
|
2022
Q4 | $13.8K | Hold |
75
| – | – | ﹤0.01% | 104 |
|
|
2022
Q3 | $13K | Hold |
75
| – | – | 0.01% | 88 |
|
|
2022
Q2 | $13K | Sell |
75
-40
| -35% | -$6.93K | 0.01% | 96 |
|
|
2022
Q1 | $24K | Buy |
115
+49
| +74% | +$10.2K | 0.01% | 94 |
|
|
2021
Q4 | $15K | Sell |
66
-23
| -26% | -$5.23K | 0.01% | 96 |
|
|
2021
Q3 | $19K | Buy |
89
+23
| +35% | +$4.91K | 0.01% | 97 |
|
|
2021
Q2 | $15K | Buy |
+66
| New | +$15K | 0.01% | 81 |
|
|
2020
Q4 | – | Sell |
-73
| Closed | -$11K | – | 89 |
|
|
2020
Q3 | $11K | Buy |
+73
| New | +$11K | 0.01% | 66 |
|
|
2019
Q1 | – | Sell |
-28
| Closed | -$4K | – | 76 |
|
|
2018
Q4 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 78 |
|
|
2018
Q1 | – | Sell |
-61
| Closed | -$9K | – | 77 |
|
|
2017
Q4 | $9K | Buy |
+61
| New | +$9K | ﹤0.01% | 69 |
|