SYM Financial Corp’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
1,323
-467
| -26% | -$265K | 0.08% | 82 |
|
|
2025
Q1 | $920K | Buy |
1,790
+1,262
| +239% | +$648K | 0.11% | 56 |
|
|
2024
Q4 | $285K | Sell |
528
-93
| -15% | -$50.2K | 0.04% | 166 |
|
|
2024
Q3 | $328K | Buy |
621
+120
| +24% | +$63.3K | 0.04% | 110 |
|
|
2024
Q2 | $251K | Sell |
501
-61
| -11% | -$30.5K | 0.04% | 117 |
|
|
2024
Q1 | $270K | Sell |
562
-1,391
| -71% | -$669K | 0.04% | 81 |
|
|
2023
Q4 | $853K | Sell |
1,953
-161
| -8% | -$70.3K | 0.14% | 36 |
|
|
2023
Q3 | $830K | Buy |
2,114
+1,975
| +1,421% | +$776K | 0.15% | 32 |
|
|
2023
Q2 | $56.6K | Sell |
139
-155
| -53% | -$63.1K | 0.01% | 81 |
|
|
2023
Q1 | $111K | Sell |
294
-618
| -68% | -$232K | 0.02% | 67 |
|
|
2022
Q4 | $320K | Buy |
912
+712
| +356% | +$250K | 0.08% | 46 |
|
|
2022
Q3 | $66K | Sell |
200
-43
| -18% | -$14.2K | 0.03% | 68 |
|
|
2022
Q2 | $84K | Buy |
243
+109
| +81% | +$37.7K | 0.04% | 70 |
|
|
2022
Q1 | $56K | Buy |
134
+105
| +362% | +$43.9K | 0.02% | 76 |
|
|
2021
Q4 | $13K | Sell |
29
-25
| -46% | -$11.2K | 0.01% | 97 |
|
|
2021
Q3 | $21K | Buy |
54
+25
| +86% | +$9.72K | 0.01% | 96 |
|
|
2021
Q2 | $11K | Buy |
29
+28
| +2,800% | +$10.6K | 0.01% | 83 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 94 |
|
|
2019
Q1 | – | Sell |
-79
| Closed | -$18K | – | 81 |
|
|
2018
Q4 | $18K | Buy |
+79
| New | +$18K | 0.01% | 71 |
|