SYM Financial Corp’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12
| Closed | -$1.37K | – | 389 |
|
|
2024
Q4 | $1.37K | Buy |
+12
| New | +$1.37K | ﹤0.01% | 325 |
|
|
2023
Q1 | – | Sell |
-234
| Closed | -$24.1K | – | 123 |
|
|
2022
Q4 | $24.1K | Sell |
234
-71
| -23% | -$7.3K | 0.01% | 98 |
|
|
2022
Q3 | $28K | Hold |
305
| – | – | 0.01% | 84 |
|
|
2022
Q2 | $31K | Hold |
305
| – | – | 0.01% | 86 |
|
|
2022
Q1 | $38K | Sell |
305
-216
| -41% | -$26.9K | 0.02% | 86 |
|
|
2021
Q4 | $70K | Hold |
521
| – | – | 0.03% | 72 |
|
|
2021
Q3 | $70K | Buy |
521
+305
| +141% | +$41K | 0.04% | 73 |
|
|
2021
Q2 | $29K | Buy |
+216
| New | +$29K | 0.02% | 78 |
|