SYM Financial Corp’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Hold |
1,951
| – | – | 0.14% | 43 |
|
|
2025
Q1 | $1.06M | Hold |
1,951
| – | – | 0.13% | 48 |
|
|
2024
Q4 | $1.21M | Buy |
1,951
+71
| +4% | +$44.1K | 0.16% | 40 |
|
|
2024
Q3 | $1.1M | Hold |
1,880
| – | – | 0.15% | 46 |
|
|
2024
Q2 | $1.08M | Sell |
1,880
-311
| -14% | -$179K | 0.17% | 34 |
|
|
2024
Q1 | $1.15M | Hold |
2,191
| – | – | 0.19% | 28 |
|
|
2023
Q4 | $1.06M | Hold |
2,191
| – | – | 0.17% | 31 |
|
|
2023
Q3 | $909K | Buy |
2,191
+1,000
| +84% | +$415K | 0.16% | 29 |
|
|
2023
Q2 | $527K | Hold |
1,191
| – | – | 0.11% | 33 |
|
|
2023
Q1 | $459K | Hold |
1,191
| – | – | 0.1% | 32 |
|
|
2022
Q4 | $380K | Sell |
1,191
-75
| -6% | -$24K | 0.09% | 40 |
|
|
2022
Q3 | $389K | Hold |
1,266
| – | – | 0.19% | 37 |
|
|
2022
Q2 | $413K | Buy |
1,266
+245
| +24% | +$79.9K | 0.2% | 34 |
|
|
2022
Q1 | $425K | Buy |
1,021
+239
| +31% | +$99.5K | 0.18% | 26 |
|
|
2021
Q4 | $358K | Hold |
782
| – | – | 0.14% | 29 |
|
|
2021
Q3 | $314K | Hold |
782
| – | – | 0.18% | 30 |
|
|
2021
Q2 | $312K | Buy |
782
+89
| +13% | +$35.5K | 0.18% | 28 |
|
|
2021
Q1 | $248K | Buy |
693
+275
| +66% | +$98.4K | 0.14% | 33 |
|
|
2020
Q4 | $148K | Sell |
418
-385
| -48% | -$136K | 0.11% | 43 |
|
|
2020
Q3 | $250K | Sell |
803
-155
| -16% | -$48.3K | 0.19% | 20 |
|
|
2020
Q2 | $267K | Buy |
958
+221
| +30% | +$61.6K | 0.22% | 20 |
|
|
2020
Q1 | $156K | Sell |
737
-244
| -25% | -$51.6K | 0.16% | 35 |
|
|
2019
Q4 | $240K | Buy |
981
+121
| +14% | +$29.6K | 0.16% | 36 |
|
|
2019
Q3 | $185K | Buy |
860
+90
| +12% | +$19.4K | 0.12% | 36 |
|
|
2019
Q2 | $162K | Hold |
770
| – | – | 0.1% | 39 |
|
|
2019
Q1 | $154K | Hold |
770
| – | – | 0.1% | 40 |
|
|
2018
Q4 | $128K | Hold |
770
| – | – | 0.05% | 48 |
|
|
2018
Q3 | $156K | Hold |
770
| – | – | 0.09% | 46 |
|
|
2018
Q2 | $140K | Buy |
+770
| New | +$140K | 0.08% | 31 |
|