SYM Financial Corp’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105M	Buy	567,194 +8,074	+1%	+$1.51M	10.44%	3
2025 Q4	$99.2M	Buy	559,120 +11,612	+2%	+$2.03M	10.19%	3
2025 Q3	$95.6M	Buy	547,508 +19,089	+4%	+$3.25M	10.23%	3
2025 Q2	$86.9M	Buy	528,419 +8,640	+2%	+$1.37M	9.73%	3
2025 Q1	$83.4M	Buy	519,779 +10,990	+2%	+$1.8M	10.28%	3
2024 Q4	$82.3M	Sell	508,789 -39	-0%	-$6.58K	10.64%	3
2024 Q3	$85.3M	Buy	508,828 +1,381	+0.3%	+$220K	11.42%	3
2024 Q2	$76.3M	Buy	507,447 +15,377	+3%	+$2.33M	12.17%	3
2024 Q1	$76.7M	Buy	492,070 +16,250	+3%	+$2.39M	12.66%	3
2023 Q4	$69M	Buy	475,820 +14,114	+3%	+$1.9M	11.17%	3
2023 Q3	$60.5M	Buy	461,706 +9,503	+2%	+$1.32M	10.73%	3
2023 Q2	$62.6M	Buy	452,203 +17,361	+4%	+$2.31M	12.68%	3
2023 Q1	$58.3M	Buy	434,842 +23,437	+6%	+$3.25M	12.86%	3
2022 Q4	$55.6M	Buy	+411,405	New	+$55.2M	13.23%	3
2022 Q3	–	Sell	-4	Closed	-$1K	–	124
2022 Q2	$1K	Sell	4 -111	-97%	-$15.7K	﹤0.01%	115
2022 Q1	$17K	Buy	115 +4	+4%	+$588	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	+$15.7K	0.01%	80
2021 Q1	–	Sell	-53	Closed	-$6K	–	93
2020 Q4	$6K	Hold	53	–	–	﹤0.01%	72
2020 Q3	$5K	Buy	+53	New	+$5.37K	﹤0.01%	72
2019 Q3	–	Sell	-67	Closed	-$7K	–	74
2019 Q2	$7K	Buy	+67	New	+$7.34K	﹤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%	+$3.04K	﹤0.01%	56
2017 Q4	$1K	Buy	+9	New	+$974	﹤0.01%	76