SYM Financial Corp’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Hold |
781
| – | – | 0.02% | 291 |
|
|
2025
Q1 | $193K | Hold |
781
| – | – | 0.02% | 268 |
|
|
2024
Q4 | $199K | Hold |
781
| – | – | 0.03% | 238 |
|
|
2024
Q3 | $203K | Hold |
781
| – | – | 0.03% | 178 |
|
|
2024
Q2 | $184K | Hold |
781
| – | – | 0.03% | 161 |
|
|
2024
Q1 | $191K | Sell |
781
-48
| -6% | -$11.7K | 0.03% | 96 |
|
|
2023
Q4 | $183K | Sell |
829
-206
| -20% | -$45.4K | 0.03% | 106 |
|
|
2023
Q3 | $202K | Hold |
1,035
| – | – | 0.04% | 89 |
|
|
2023
Q2 | $213K | Sell |
1,035
-206
| -17% | -$42.3K | 0.04% | 60 |
|
|
2023
Q1 | $236K | Hold |
1,241
| – | – | 0.05% | 51 |
|
|
2022
Q4 | $227K | Hold |
1,241
| – | – | 0.05% | 57 |
|
|
2022
Q3 | $196K | Hold |
1,241
| – | – | 0.09% | 59 |
|
|
2022
Q2 | $203K | Buy |
1,241
+206
| +20% | +$33.7K | 0.1% | 58 |
|
|
2022
Q1 | $201K | Buy |
1,035
+206
| +25% | +$40K | 0.09% | 58 |
|
|
2021
Q4 | $168K | Hold |
829
| – | – | 0.07% | 59 |
|
|
2021
Q3 | $156K | Hold |
829
| – | – | 0.09% | 57 |
|
|
2021
Q2 | $163K | Hold |
829
| – | – | 0.09% | 51 |
|
|
2021
Q1 | $157K | Hold |
829
| – | – | 0.09% | 51 |
|
|
2020
Q4 | $141K | Sell |
829
-62
| -7% | -$10.5K | 0.1% | 46 |
|
|
2020
Q3 | $129K | Buy |
891
+62
| +7% | +$8.98K | 0.1% | 42 |
|
|
2020
Q2 | $108K | Hold |
829
| – | – | 0.09% | 42 |
|
|
2020
Q1 | $91K | Hold |
829
| – | – | 0.09% | 46 |
|
|
2019
Q4 | $128K | Hold |
829
| – | – | 0.08% | 54 |
|
|
2019
Q3 | $121K | Hold |
829
| – | – | 0.08% | 47 |
|
|
2019
Q2 | $121K | Hold |
829
| – | – | 0.08% | 48 |
|
|
2019
Q1 | $116K | Hold |
829
| – | – | 0.07% | 47 |
|
|
2018
Q4 | $100K | Hold |
829
| – | – | 0.04% | 52 |
|
|
2018
Q3 | $122K | Hold |
829
| – | – | 0.07% | 52 |
|
|
2018
Q2 | $113K | Buy |
+829
| New | +$113K | 0.07% | 36 |
|