SYM Financial Corp’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.6M | Buy |
258,733
+3,785
| +1% | +$1.15M | 8.8% | 4 |
|
|
2025
Q1 | $70.1M | Buy |
254,948
+17,848
| +8% | +$4.91M | 8.63% | 5 |
|
|
2024
Q4 | $68.7M | Sell |
237,100
-370
| -0.2% | -$107K | 8.88% | 5 |
|
|
2024
Q3 | $67.2M | Buy |
237,470
+125,693
| +112% | +$35.6M | 9% | 4 |
|
|
2024
Q2 | $29.9M | Buy |
111,777
+3,446
| +3% | +$922K | 4.77% | 5 |
|
|
2024
Q1 | $28.2M | Sell |
108,331
-22,330
| -17% | -$5.8M | 4.65% | 6 |
|
|
2023
Q4 | $31M | Sell |
130,661
-19,078
| -13% | -$4.53M | 5.02% | 7 |
|
|
2023
Q3 | $31.8M | Buy |
149,739
+723
| +0.5% | +$154K | 5.65% | 5 |
|
|
2023
Q2 | $32.8M | Buy |
149,016
+5,666
| +4% | +$1.25M | 6.65% | 4 |
|
|
2023
Q1 | $29.3M | Buy |
143,350
+10,591
| +8% | +$2.16M | 6.46% | 4 |
|
|
2022
Q4 | $25.4M | Buy |
132,759
+2,323
| +2% | +$444K | 6.03% | 5 |
|
|
2022
Q3 | $23.4M | Buy |
130,436
+3,164
| +2% | +$568K | 11.34% | 3 |
|
|
2022
Q2 | $24M | Buy |
127,272
+37,941
| +42% | +$7.16M | 11.35% | 5 |
|
|
2022
Q1 | $20.3M | Buy |
89,331
+2,228
| +3% | +$507K | 8.74% | 5 |
|
|
2021
Q4 | $21M | Sell |
87,103
-25,196
| -22% | -$6.08M | 8.18% | 5 |
|
|
2021
Q3 | $24.9M | Buy |
112,299
+1,387
| +1% | +$308K | 14.63% | 4 |
|
|
2021
Q2 | $24.7M | Sell |
110,912
-4,420
| -4% | -$985K | 14.11% | 4 |
|
|
2021
Q1 | $23.8M | Buy |
115,332
+23,965
| +26% | +$4.95M | 13.72% | 5 |
|
|
2020
Q4 | $17.8M | Sell |
91,367
-62,945
| -41% | -$12.3M | 13.04% | 4 |
|
|
2020
Q3 | $26.3M | Sell |
154,312
-13
| -0% | -$2.21K | 19.68% | 2 |
|
|
2020
Q2 | $24.2M | Buy |
154,325
+22,980
| +17% | +$3.6M | 19.48% | 2 |
|
|
2020
Q1 | $16.9M | Sell |
131,345
-36,561
| -22% | -$4.71M | 17.02% | 2 |
|
|
2019
Q4 | $27.5M | Sell |
167,906
-43,650
| -21% | -$7.14M | 18.15% | 3 |
|
|
2019
Q3 | $31.9M | Sell |
211,556
-19,720
| -9% | -$2.98M | 21.36% | 2 |
|
|
2019
Q2 | $34.7M | Hold |
231,276
| – | – | 22.29% | 1 |
|
|
2019
Q1 | $33.5M | Sell |
231,276
-22,292
| -9% | -$3.23M | 21.17% | 2 |
|
|
2018
Q4 | $32.4M | Sell |
253,568
-21,886
| -8% | -$2.79M | 12.89% | 3 |
|
|
2018
Q3 | $41.2M | Hold |
275,454
| – | – | 23.11% | 2 |
|
|
2018
Q2 | $38.7M | Hold |
275,454
| – | – | 23.01% | 2 |
|
|
2018
Q1 | $37.4M | Sell |
275,454
-908
| -0.3% | -$123K | 22.82% | 2 |
|
|
2017
Q4 | $37.9M | Buy |
+276,362
| New | +$37.9M | 17.2% | 2 |
|