SYM Financial Corp’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Hold |
67
| – | – | ﹤0.01% | 396 |
|
|
2025
Q1 | $11.6K | Sell |
67
-94
| -58% | -$16.2K | ﹤0.01% | 335 |
|
|
2024
Q4 | $27.3K | Buy |
161
+94
| +140% | +$15.9K | ﹤0.01% | 297 |
|
|
2024
Q3 | $11.7K | Hold |
67
| – | – | ﹤0.01% | 251 |
|
|
2024
Q2 | $10.7K | Buy |
67
+35
| +109% | +$5.61K | ﹤0.01% | 240 |
|
|
2024
Q1 | $5.21K | Buy |
+32
| New | +$5.21K | ﹤0.01% | 159 |
|
|
2023
Q4 | – | Sell |
-104
| Closed | -$14.3K | – | 205 |
|
|
2023
Q3 | $14.3K | Buy |
+104
| New | +$14.3K | ﹤0.01% | 154 |
|
|
2023
Q1 | – | Sell |
-400
| Closed | -$56.1K | – | 124 |
|
|
2022
Q4 | $56.1K | Buy |
+400
| New | +$56.1K | 0.01% | 80 |
|
|
2022
Q2 | – | Sell |
-6
| Closed | -$1K | – | 130 |
|
|
2022
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 113 |
|
|
2021
Q1 | – | Sell |
-21
| Closed | -$2K | – | 95 |
|
|
2020
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 76 |
|
|
2020
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 77 |
|
|
2019
Q1 | – | Sell |
-119
| Closed | -$12K | – | 82 |
|
|
2018
Q4 | $12K | Hold |
119
| – | – | ﹤0.01% | 75 |
|
|
2018
Q3 | $13K | Hold |
119
| – | – | 0.01% | 78 |
|
|
2018
Q2 | $12K | Hold |
119
| – | – | 0.01% | 62 |
|
|
2018
Q1 | $12K | Sell |
119
-1
| -0.8% | -$101 | 0.01% | 55 |
|
|
2017
Q4 | $13K | Buy |
+120
| New | +$13K | 0.01% | 68 |
|