SYM Financial Corp’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.74M | Buy |
60,216
+1,027
| +2% | +$132K | 0.87% | 14 |
|
|
2025
Q1 | $6.86M | Buy |
59,189
+148
| +0.3% | +$17.2K | 0.85% | 15 |
|
|
2024
Q4 | $6.94M | Buy |
59,041
+1,783
| +3% | +$209K | 0.9% | 16 |
|
|
2024
Q3 | $6.85M | Buy |
57,258
+846
| +1% | +$101K | 0.92% | 11 |
|
|
2024
Q2 | $6.35M | Buy |
56,412
+2,509
| +5% | +$283K | 1.01% | 11 |
|
|
2024
Q1 | $5.96M | Buy |
53,903
+4,020
| +8% | +$444K | 0.98% | 11 |
|
|
2023
Q4 | $5.13M | Buy |
49,883
+5,400
| +12% | +$556K | 0.83% | 13 |
|
|
2023
Q3 | $4.14M | Buy |
44,483
+1,593
| +4% | +$148K | 0.74% | 14 |
|
|
2023
Q2 | $4.16M | Buy |
42,890
+1,024
| +2% | +$99.3K | 0.84% | 12 |
|
|
2023
Q1 | $3.86M | Buy |
41,866
+815
| +2% | +$75.1K | 0.85% | 12 |
|
|
2022
Q4 | $3.54M | Buy |
41,051
+1,488
| +4% | +$128K | 0.84% | 12 |
|
|
2022
Q3 | $3.12M | Buy |
39,563
+2,665
| +7% | +$210K | 1.51% | 9 |
|
|
2022
Q2 | $3.15M | Buy |
36,898
+3,680
| +11% | +$314K | 1.49% | 8 |
|
|
2022
Q1 | $3.37M | Buy |
33,218
+1,756
| +6% | +$178K | 1.45% | 8 |
|
|
2021
Q4 | $3.38M | Buy |
31,462
+533
| +2% | +$57.3K | 1.32% | 9 |
|
|
2021
Q3 | $3.15M | Buy |
30,929
+1,103
| +4% | +$112K | 1.85% | 6 |
|
|
2021
Q2 | $3.09M | Buy |
29,826
+1,002
| +3% | +$104K | 1.76% | 7 |
|
|
2021
Q1 | $2.8M | Buy |
28,824
+677
| +2% | +$65.9K | 1.61% | 8 |
|
|
2020
Q4 | $2.61M | Sell |
28,147
-31
| -0.1% | -$2.87K | 1.91% | 6 |
|
|
2020
Q3 | $2.27M | Sell |
28,178
-283
| -1% | -$22.8K | 1.7% | 7 |
|
|
2020
Q2 | $2.13M | Sell |
28,461
-47,533
| -63% | -$3.56M | 1.72% | 7 |
|
|
2020
Q1 | $4.77M | Buy |
75,994
+25,056
| +49% | +$1.57M | 4.8% | 6 |
|
|
2019
Q4 | $4.13M | Sell |
50,938
-4,629
| -8% | -$375K | 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% | -$40.7K | 2.69% | 6 |
|
|
2019
Q1 | $4.12M | Sell |
56,262
-22,026
| -28% | -$1.61M | 2.6% | 4 |
|
|
2018
Q4 | $5.13M | Buy |
+78,288
| New | +$5.13M | 2.04% | 5 |
|