SYM Financial Corp’s Vanguard Consumer Staples ETF VDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-107	Closed	-$19.5K	–	202
2023 Q3	$19.5K	Hold	107	–	–	﹤0.01%	150
2023 Q2	$20.8K	Sell	107 -107	-50%	-$20.9K	﹤0.01%	93
2023 Q1	$41.4K	Hold	214	–	–	0.01%	79
2022 Q4	$41K	Hold	214	–	–	0.01%	86
2022 Q3	$37K	Hold	214	–	–	0.02%	79
2022 Q2	$40K	Buy	214 +107	+100%	+$20.7K	0.02%	81
2022 Q1	$21K	Buy	+107	New	+$20.8K	0.01%	95
2020 Q4	–	Sell	-50	Closed	-$8K	–	92
2020 Q3	$8K	Buy	+50	New	+$8.05K	0.01%	68
2018 Q4	–	Sell	-514	Closed	-$72K	–	101
2018 Q3	$72K	Hold	514	–	–	0.04%	61
2018 Q2	$69K	Buy	+514	New	+$68K	0.04%	44

Other funds holding VDC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SYM Financial Corp's VDC Position: Q4 2023 in Review

SYM Financial Corp sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2023, closing a stake of 107 shares — an estimated $19.5K sold.

SYM Financial Corp first reported a position in VDC in Q2 2018 and held it in 10 quarters. The position peaked at $72K in Q3 2018. 549 funds tracked by Wall St. Rank hold VDC as of Q4 2023.

SYM Financial Corp reported no remaining Vanguard Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
SYM Financial Corp sold 107 Vanguard Consumer Staples ETF shares in Q4 2023, an estimated $19.5K.
SYM Financial Corp first reported a position in Vanguard Consumer Staples ETF in Q2 2018 and held it in 10 quarters.
SYM Financial Corp's Vanguard Consumer Staples ETF position peaked at $72K in Q3 2018.
549 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2023.

Based on SYM Financial Corp's 13F filing for Q4 2023, filed 6 Feb 2024.