SYM Financial Corp’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.5K | Hold |
500
| – | – | 0.01% | 338 |
|
|
2025
Q1 | $93.1K | Sell |
500
-11
| -2% | -$2.05K | 0.01% | 292 |
|
|
2024
Q4 | $101K | Buy |
511
+11
| +2% | +$2.18K | 0.01% | 259 |
|
|
2024
Q3 | $100K | Sell |
500
-11
| -2% | -$2.21K | 0.01% | 202 |
|
|
2024
Q2 | $93.3K | Sell |
511
-15
| -3% | -$2.74K | 0.01% | 183 |
|
|
2024
Q1 | $101K | Buy |
526
+26
| +5% | +$4.99K | 0.02% | 108 |
|
|
2023
Q4 | $90K | Sell |
500
-8
| -2% | -$1.44K | 0.01% | 119 |
|
|
2023
Q3 | $81K | Buy |
+508
| New | +$81K | 0.01% | 112 |
|
|
2022
Q2 | – | Sell |
-182
| Closed | -$32K | – | 129 |
|
|
2022
Q1 | $32K | Buy |
182
+2
| +1% | +$352 | 0.01% | 91 |
|
|
2021
Q4 | $32K | Hold |
180
| – | – | 0.01% | 89 |
|
|
2021
Q3 | $30K | Hold |
180
| – | – | 0.02% | 91 |
|
|
2021
Q2 | $31K | Buy |
+180
| New | +$31K | 0.02% | 77 |
|
|
2021
Q1 | – | Sell |
-45
| Closed | -$6K | – | 92 |
|
|
2020
Q4 | $6K | Hold |
45
| – | – | ﹤0.01% | 71 |
|
|
2020
Q3 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 71 |
|
|
2019
Q1 | – | Sell |
-27
| Closed | -$3K | – | 77 |
|
|
2018
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 79 |
|
|
2018
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 80 |
|
|
2018
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 65 |
|
|
2018
Q1 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 57 |
|