Ownership history in SYM FINANCIAL Corp · 13 quarters on record
This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in VANGUARD TAX-MANAGED FDS (VEA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 90,166 | -8,859 | -8.9% | 0.58% | $5.6M | $62.36 |
| 2025 Q3 | ADDED | 99,025 | +34,473 | +53.4% | 0.63% | $5.9M | $58.82 |
| 2025 Q2 | ADDED | 64,552 | +2,803 | +4.5% | 0.41% | $3.7M | $55.70 |
| 2025 Q1 | ADDED | 61,749 | +2,386 | +4.0% | 0.39% | $3.1M | $49.27 |
| 2024 Q4 | REDUCED | 59,363 | -11 | -0.0% | 0.37% | $2.8M | $46.14 |
| 2024 Q3 | ADDED | 59,374 | +46,780 | +371.4% | 0.42% | $3.1M | $50.20 |
| 2024 Q2 | ADDED | 12,594 | +87 | +0.7% | 0.10% | $622K | $46.85 |
| 2024 Q1 | REDUCED | 12,507 | -604 | -4.6% | 0.10% | $627K | $47.12 |
| 2023 Q4 | REDUCED | 13,111 | -1,902 | -12.7% | 0.10% | $628K | $44.73 |
| 2023 Q3 | ADDED | 15,013 | +1,775 | +13.4% | 0.12% | $656K | $40.30 |
As of 2025 Q4 — sorted by position size