SYM Financial Corp’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Hold |
1,195
| – | – | 0.04% | 181 |
|
|
2025
Q1 | $309K | Sell |
1,195
-95
| -7% | -$24.6K | 0.04% | 166 |
|
|
2024
Q4 | $341K | Buy |
1,290
+95
| +8% | +$25.1K | 0.04% | 137 |
|
|
2024
Q3 | $315K | Sell |
1,195
-18
| -1% | -$4.75K | 0.04% | 112 |
|
|
2024
Q2 | $294K | Buy |
1,213
+18
| +2% | +$4.36K | 0.05% | 100 |
|
|
2024
Q1 | $299K | Hold |
1,195
| – | – | 0.05% | 74 |
|
|
2023
Q4 | $278K | Sell |
1,195
-52
| -4% | -$12.1K | 0.05% | 79 |
|
|
2023
Q3 | $260K | Buy |
1,247
+1,177
| +1,681% | +$245K | 0.05% | 78 |
|
|
2023
Q2 | $15.4K | Hold |
70
| – | – | ﹤0.01% | 97 |
|
|
2023
Q1 | $14.8K | Sell |
70
-586
| -89% | -$124K | ﹤0.01% | 89 |
|
|
2022
Q4 | $134K | Buy |
656
+586
| +837% | +$119K | 0.03% | 69 |
|
|
2022
Q3 | $13K | Hold |
70
| – | – | 0.01% | 89 |
|
|
2022
Q2 | $14K | Sell |
70
-64
| -48% | -$12.8K | 0.01% | 95 |
|
|
2022
Q1 | $32K | Buy |
134
+70
| +109% | +$16.7K | 0.01% | 92 |
|
|
2021
Q4 | $16K | Sell |
64
-29
| -31% | -$7.25K | 0.01% | 95 |
|
|
2021
Q3 | $22K | Buy |
93
+29
| +45% | +$6.86K | 0.01% | 94 |
|
|
2021
Q2 | $15K | Buy |
+64
| New | +$15K | 0.01% | 82 |
|