SYM Financial Corp’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $104K | Hold |
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|
2025
Q2 | $97.5K | Hold |
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|
2025
Q1 | $93.1K | Sell |
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|
2024
Q4 | $101K | Buy |
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|
2024
Q3 | $100K | Sell |
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|
2024
Q2 | $93.3K | Sell |
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|
2024
Q1 | $101K | Buy |
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|
2023
Q4 | $90K | Sell |
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|
2023
Q3 | $81K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $31K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $5K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $3K | Buy |
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