SYM Financial Corp’s Vanguard US Multifactor ETF VFMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-21,384	Closed	-$1.21M	–	73
2020 Q1	$1.21M	Hold	21,384	–	–	1.21%	9
2019 Q4	$1.74M	Hold	21,384	–	–	1.15%	9
2019 Q3	$1.62M	Sell	21,384 -146	-0.7%	-$11K	1.08%	9
2019 Q2	$1.63M	Hold	21,530	–	–	1.05%	9
2019 Q1	$1.61M	Sell	21,530 -7,784	-27%	-$575K	1.02%	7
2018 Q4	$1.98M	Buy	+29,314	New	+$2.19M	0.79%	10

Other funds holding VFMF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

SYM Financial Corp's VFMF Position: Q2 2020 in Review

SYM Financial Corp sold out of Vanguard US Multifactor ETF (VFMF) in Q2 2020, closing a stake of 21,384 shares — an estimated $1.21M sold.

SYM Financial Corp first reported a position in VFMF in Q4 2018 and held it in 6 quarters. The position peaked at $1.98M in Q4 2018. 22 funds tracked by Wall St. Rank hold VFMF as of Q2 2020.

SYM Financial Corp reported no remaining Vanguard US Multifactor ETF position as of Q2 2020 after selling out during the quarter.
SYM Financial Corp sold 21,384 Vanguard US Multifactor ETF shares in Q2 2020, an estimated $1.21M.
SYM Financial Corp first reported a position in Vanguard US Multifactor ETF in Q4 2018 and held it in 6 quarters.
SYM Financial Corp's Vanguard US Multifactor ETF position peaked at $1.98M in Q4 2018.
22 funds tracked by Wall St. Rank held Vanguard US Multifactor ETF as of Q2 2020.

Based on SYM Financial Corp's 13F filing for Q2 2020, filed 27 Jul 2020.