SYM Financial Corp’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-54	Closed	-$13.3K	–	468
2025 Q2	$13.3K	Buy	54 +1	+2%	+$247	﹤0.01%	395
2025 Q1	$14.1K	Hold	53	–	–	﹤0.01%	334
2024 Q4	$13.5K	Hold	53	–	–	﹤0.01%	311
2024 Q3	$14.9K	Hold	53	–	–	﹤0.01%	249
2024 Q2	$14K	Hold	53	–	–	﹤0.01%	235
2024 Q1	$14.2K	Buy	53 +1	+2%	+$263	﹤0.01%	151
2023 Q4	$13.1K	Hold	52	–	–	﹤0.01%	164
2023 Q3	$12.2K	Hold	52	–	–	﹤0.01%	156
2023 Q2	$12.7K	Hold	52	–	–	﹤0.01%	99
2023 Q1	$12.4K	Sell	52 -35	-40%	-$8.42K	﹤0.01%	92
2022 Q4	$21.5K	Buy	87 +36	+71%	+$8.73K	0.01%	100
2022 Q3	$11K	Hold	51	–	–	0.01%	90
2022 Q2	$12K	Buy	51 +10	+24%	+$2.41K	0.01%	98
2022 Q1	$10K	Buy	+41	New	+$10.1K	﹤0.01%	100

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SYM Financial Corp's VHT Position: Q3 2025 in Review

SYM Financial Corp sold out of Vanguard Health Care ETF (VHT) in Q3 2025, closing a stake of 54 shares — an estimated $13.3K sold.

SYM Financial Corp first reported a position in VHT in Q1 2022 and held it in 14 quarters. The position peaked at $21.5K in Q4 2022. 1,013 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

SYM Financial Corp reported no remaining Vanguard Health Care ETF position as of Q3 2025 after selling out during the quarter.
SYM Financial Corp sold 54 Vanguard Health Care ETF shares in Q3 2025, an estimated $13.3K.
SYM Financial Corp first reported a position in Vanguard Health Care ETF in Q1 2022 and held it in 14 quarters.
SYM Financial Corp's Vanguard Health Care ETF position peaked at $21.5K in Q4 2022.
1,013 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.