SFC
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SYM Financial Corp’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

SYM Financial Corp’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-300
Closed -$50.4K – 188
2023
Q4 		$50.4K Hold
300
– – 0.01% 135
2023
Q3 		$44.6K Buy
+300
New +$46.9K 0.01% 131

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SYM Financial Corp's VOOV Position: Q1 2024 in Review

SYM Financial Corp sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2024, closing a stake of 300 shares — an estimated $50.4K sold.

SYM Financial Corp first reported a position in VOOV in Q3 2023 and held it in 2 quarters. The position peaked at $50.4K in Q4 2023. 327 funds tracked by Wall St. Rank hold VOOV as of Q1 2024.

  • SYM Financial Corp reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
  • SYM Financial Corp sold 300 Vanguard S&P 500 Value ETF shares in Q1 2024, an estimated $50.4K.
  • SYM Financial Corp first reported a position in Vanguard S&P 500 Value ETF in Q3 2023 and held it in 2 quarters.
  • SYM Financial Corp's Vanguard S&P 500 Value ETF position peaked at $50.4K in Q4 2023.
  • 327 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2024.

Based on SYM Financial Corp's 13F filing for Q1 2024, filed 6 May 2024.