SYM Financial Corp’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $10.1M | Sell |
64,249
-248
| -0.4% | -$39.3K | 0.77% | 15 |
|
|
2026
Q2 | $10.1M | Sell |
64,497
-148
| -0.2% | -$22.6K | 0.81% | 14 |
|
|
2026
Q1 | $8.94M | Buy |
64,645
+1,912
| +3% | +$275K | 0.89% | 13 |
|
|
2025
Q4 | $8.85M | Buy |
62,733
+1,325
| +2% | +$185K | 0.91% | 14 |
|
|
2025
Q3 | $8.46M | Buy |
61,408
+1,192
| +2% | +$158K | 0.91% | 14 |
|
|
2025
Q2 | $7.74M | Buy |
60,216
+1,027
| +2% | +$123K | 0.87% | 14 |
|
|
2025
Q1 | $6.86M | Buy |
59,189
+148
| +0.3% | +$17.7K | 0.85% | 15 |
|
|
2024
Q4 | $6.94M | Buy |
59,041
+1,783
| +3% | +$214K | 0.9% | 16 |
|
|
2024
Q3 | $6.85M | Buy |
57,258
+846
| +1% | +$97.3K | 0.92% | 11 |
|
|
2024
Q2 | $6.35M | Buy |
56,412
+2,509
| +5% | +$277K | 1.01% | 11 |
|
|
2024
Q1 | $5.96M | Buy |
53,903
+4,020
| +8% | +$425K | 0.98% | 11 |
|
|
2023
Q4 | $5.13M | Buy |
49,883
+5,400
| +12% | +$520K | 0.83% | 13 |
|
|
2023
Q3 | $4.14M | Buy |
44,483
+1,593
| +4% | +$155K | 0.74% | 14 |
|
|
2023
Q2 | $4.16M | Buy |
42,890
+1,024
| +2% | +$96K | 0.84% | 12 |
|
|
2023
Q1 | $3.86M | Buy |
41,866
+815
| +2% | +$73.8K | 0.85% | 12 |
|
|
2022
Q4 | $3.54M | Buy |
41,051
+1,488
| +4% | +$127K | 0.84% | 12 |
|
|
2022
Q3 | $3.12M | Buy |
39,563
+2,665
| +7% | +$234K | 1.51% | 9 |
|
|
2022
Q2 | $3.15M | Buy |
36,898
+3,680
| +11% | +$340K | 1.49% | 8 |
|
|
2022
Q1 | $3.36M | Buy |
33,218
+1,756
| +6% | +$178K | 1.45% | 8 |
|
|
2021
Q4 | $3.38M | Buy |
31,462
+533
| +2% | +$56.6K | 1.32% | 9 |
|
|
2021
Q3 | $3.15M | Buy |
30,929
+1,103
| +4% | +$116K | 1.85% | 6 |
|
|
2021
Q2 | $3.09M | Buy |
29,826
+1,002
| +3% | +$102K | 1.76% | 7 |
|
|
2021
Q1 | $2.8M | Buy |
28,824
+677
| +2% | +$65.1K | 1.61% | 8 |
|
|
2020
Q4 | $2.61M | Sell |
28,147
-31
| -0.1% | -$2.69K | 1.91% | 6 |
|
|
2020
Q3 | $2.27M | Sell |
28,178
-283
| -1% | -$22.7K | 1.7% | 7 |
|
|
2020
Q2 | $2.13M | Sell |
28,461
-47,533
| -63% | -$3.35M | 1.72% | 7 |
|
|
2020
Q1 | $4.77M | Buy |
75,994
+25,056
| +49% | +$1.89M | 4.8% | 6 |
|
|
2019
Q4 | $4.12M | Sell |
50,938
-4,629
| -8% | -$360K | 2.72% | 6 |
|
|
2019
Q3 | $4.16M | Sell |
55,567
-153
| -0.3% | -$11.4K | 2.78% | 6 |
|
|
2019
Q2 | $4.19M | Sell |
55,720
-542
| -1% | -$40.2K | 2.69% | 6 |
|
|
2019
Q1 | $4.12M | Sell |
56,262
-22,026
| -28% | -$1.56M | 2.6% | 4 |
|
|
2018
Q4 | $5.12M | Buy |
+78,288
| New | +$5.48M | 2.04% | 5 |
|
Other funds holding VT
YC
SYM Financial Corp's VT Position: Q3 2026 in Review
SYM Financial Corp reduced its Vanguard Total World Stock ETF (VT) stake by 0.38% in Q3 2026, selling an estimated $39.3K and leaving 64,249 shares worth $10.1M. The position accounts for 0.77% of the portfolio, ranked #15.
SYM Financial Corp first reported a position in VT in Q4 2018 and has held it in 32 quarters since. 454 funds tracked by Wall St. Rank hold VT as of Q3 2026.
- SYM Financial Corp held 64,249 shares of Vanguard Total World Stock ETF worth $10.1M as of Q3 2026.
- SYM Financial Corp sold 248 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $39.3K.
- Vanguard Total World Stock ETF made up 0.77% of SYM Financial Corp's portfolio in Q3 2026, its #15 holding.
- SYM Financial Corp first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 32 quarters since.
- 454 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.
Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.