SYM Financial Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
3,498
-60
| -2% | -$12.3K | 0.08% | 84 |
|
|
2025
Q1 | $690K | Sell |
3,558
-36
| -1% | -$6.98K | 0.09% | 71 |
|
|
2024
Q4 | $704K | Sell |
3,594
-94
| -3% | -$18.4K | 0.09% | 63 |
|
|
2024
Q3 | $730K | Hold |
3,688
| – | – | 0.1% | 53 |
|
|
2024
Q2 | $673K | Buy |
3,688
+836
| +29% | +$153K | 0.11% | 45 |
|
|
2024
Q1 | $521K | Sell |
2,852
-633
| -18% | -$116K | 0.09% | 45 |
|
|
2023
Q4 | $594K | Buy |
3,485
+191
| +6% | +$32.5K | 0.1% | 44 |
|
|
2023
Q3 | $512K | Buy |
3,294
+1,089
| +49% | +$169K | 0.09% | 45 |
|
|
2023
Q2 | $358K | Sell |
2,205
-474
| -18% | -$77K | 0.07% | 41 |
|
|
2023
Q1 | $413K | Sell |
2,679
-788
| -23% | -$121K | 0.09% | 35 |
|
|
2022
Q4 | $526K | Sell |
3,467
-2,492
| -42% | -$378K | 0.13% | 30 |
|
|
2022
Q3 | $805K | Buy |
5,959
+3,027
| +103% | +$409K | 0.39% | 24 |
|
|
2022
Q2 | $421K | Buy |
2,932
+161
| +6% | +$23.1K | 0.2% | 31 |
|
|
2022
Q1 | $449K | Buy |
2,771
+195
| +8% | +$31.6K | 0.19% | 25 |
|
|
2021
Q4 | $442K | Hold |
2,576
| – | – | 0.17% | 21 |
|
|
2021
Q3 | $396K | Hold |
2,576
| – | – | 0.23% | 22 |
|
|
2021
Q2 | $399K | Sell |
2,576
-75
| -3% | -$11.6K | 0.23% | 21 |
|
|
2021
Q1 | $390K | Sell |
2,651
-55
| -2% | -$8.09K | 0.22% | 19 |
|
|
2020
Q4 | $382K | Buy |
2,706
+1,020
| +60% | +$144K | 0.28% | 15 |
|
|
2020
Q3 | $217K | Buy |
+1,686
| New | +$217K | 0.16% | 27 |
|
|
2020
Q1 | – | Sell |
-1,705
| Closed | -$213K | – | 94 |
|
|
2019
Q4 | $213K | Buy |
+1,705
| New | +$213K | 0.14% | 42 |
|
|
2018
Q4 | – | Sell |
-1,845
| Closed | -$204K | – | 102 |
|
|
2018
Q3 | $204K | Buy |
+1,845
| New | +$204K | 0.11% | 42 |
|
|
2018
Q2 | – | Sell |
-2,469
| Closed | -$249K | – | 70 |
|
|
2018
Q1 | $249K | Sell |
2,469
-58
| -2% | -$5.85K | 0.15% | 28 |
|
|
2017
Q4 | $258K | Buy |
+2,527
| New | +$258K | 0.12% | 36 |
|