SYM Financial Corp’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.9M	Sell	116,656 -3,784	-3%	-$393K	1.19%	10
2025 Q4	$11.8M	Sell	120,440 -4,731	-4%	-$456K	1.21%	11
2025 Q3	$11.9M	Sell	125,171 -11,067	-8%	-$1.01M	1.28%	10
2025 Q2	$11.7M	Buy	136,238 +709	+0.5%	+$57.6K	1.3%	10
2025 Q1	$11.4M	Sell	135,529 -2,554	-2%	-$232K	1.4%	10
2024 Q4	$12.9M	Sell	138,083 -2,049	-1%	-$195K	1.67%	9
2024 Q3	$13M	Sell	140,132 -7,218	-5%	-$645K	1.73%	9
2024 Q2	$12.3M	Sell	147,350 -9,932	-6%	-$841K	1.97%	9
2024 Q1	$13.9M	Sell	157,282 -6,785	-4%	-$579K	2.29%	9
2023 Q4	$14.5M	Sell	164,067 -10,653	-6%	-$838K	2.35%	9
2023 Q3	$13.5M	Sell	174,720 -105	-0.1%	-$8.64K	2.39%	10
2023 Q2	$14.4M	Sell	174,825 -6,378	-4%	-$504K	2.91%	8
2023 Q1	$14.6M	Sell	181,203 -1,859	-1%	-$157K	3.23%	8
2022 Q4	$14.4M	Buy	+183,062	New	+$14.6M	3.42%	8