SYM Financial Corp’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.9M | Buy |
528,419
+8,640
| +2% | +$1.42M | 9.73% | 3 |
|
|
2025
Q1 | $83.4M | Buy |
519,779
+10,990
| +2% | +$1.76M | 10.28% | 3 |
|
|
2024
Q4 | $82.3M | Sell |
508,789
-39
| -0% | -$6.31K | 10.64% | 3 |
|
|
2024
Q3 | $85.3M | Buy |
508,828
+1,381
| +0.3% | +$232K | 11.42% | 3 |
|
|
2024
Q2 | $76.3M | Buy |
507,447
+15,377
| +3% | +$2.31M | 12.17% | 3 |
|
|
2024
Q1 | $76.7M | Buy |
492,070
+16,250
| +3% | +$2.53M | 12.66% | 3 |
|
|
2023
Q4 | $69M | Buy |
475,820
+14,114
| +3% | +$2.05M | 11.17% | 3 |
|
|
2023
Q3 | $60.5M | Buy |
461,706
+9,503
| +2% | +$1.24M | 10.73% | 3 |
|
|
2023
Q2 | $62.6M | Buy |
452,203
+17,361
| +4% | +$2.4M | 12.68% | 3 |
|
|
2023
Q1 | $58.3M | Buy |
434,842
+23,437
| +6% | +$3.14M | 12.86% | 3 |
|
|
2022
Q4 | $55.6M | Buy |
+411,405
| New | +$55.6M | 13.23% | 3 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | -$1K | – | 124 |
|
|
2022
Q2 | $1K | Sell |
4
-111
| -97% | -$27.8K | ﹤0.01% | 115 |
|
|
2022
Q1 | $17K | Buy |
115
+4
| +4% | +$591 | 0.01% | 98 |
|
|
2021
Q4 | $17K | Hold |
111
| – | – | 0.01% | 94 |
|
|
2021
Q3 | $15K | Hold |
111
| – | – | 0.01% | 98 |
|
|
2021
Q2 | $16K | Buy |
+111
| New | +$16K | 0.01% | 80 |
|
|
2021
Q1 | – | Sell |
-53
| Closed | -$6K | – | 93 |
|
|
2020
Q4 | $6K | Hold |
53
| – | – | ﹤0.01% | 72 |
|
|
2020
Q3 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 72 |
|
|
2019
Q3 | – | Sell |
-67
| Closed | -$7K | – | 74 |
|
|
2019
Q2 | $7K | Buy |
+67
| New | +$7K | ﹤0.01% | 68 |
|
|
2019
Q1 | – | Sell |
-36
| Closed | -$3K | – | 79 |
|
|
2018
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 80 |
|
|
2018
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 81 |
|
|
2018
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 66 |
|
|
2018
Q1 | $4K | Buy |
36
+27
| +300% | +$3K | ﹤0.01% | 56 |
|
|
2017
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 76 |
|