SYM Financial Corp’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Buy |
353
+233
| +194% | +$102K | 0.02% | 319 |
|
|
2025
Q1 | $44.5K | Hold |
120
| – | – | 0.01% | 313 |
|
|
2024
Q4 | $49.3K | Hold |
120
| – | – | 0.01% | 279 |
|
|
2024
Q3 | $46.1K | Hold |
120
| – | – | 0.01% | 224 |
|
|
2024
Q2 | $44.9K | Buy |
120
+33
| +38% | +$12.3K | 0.01% | 211 |
|
|
2024
Q1 | $29.9K | Hold |
87
| – | – | ﹤0.01% | 138 |
|
|
2023
Q4 | $27K | Buy |
87
+5
| +6% | +$1.55K | ﹤0.01% | 157 |
|
|
2023
Q3 | $22.3K | Buy |
82
+62
| +310% | +$16.9K | ﹤0.01% | 147 |
|
|
2023
Q2 | $5.66K | Buy |
+20
| New | +$5.66K | ﹤0.01% | 106 |
|
|
2023
Q1 | – | Sell |
-180
| Closed | -$38.4K | – | 125 |
|
|
2022
Q4 | $38.4K | Buy |
+180
| New | +$38.4K | 0.01% | 88 |
|
|
2018
Q1 | – | Sell |
-127
| Closed | -$18K | – | 80 |
|
|
2017
Q4 | $18K | Buy |
+127
| New | +$18K | 0.01% | 65 |
|