SYM FINANCIAL Corp VOE Holdings History

Number of Shares
519,779.00
Current Holdings Value*
$83.45 Mil
% of Portfolio
10.28%
Total Estimate Gain
$16.75 Mil
% of Total Estimate Gain
23.83%

SYM FINANCIAL Corp's Vanguard Mid-Cap Value ETF Holding Summary

As of 2025-03-31, SYM FINANCIAL Corp held 519,779.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $83.45 Mil. This investment constitutes 10.28% of their stock portfolio, and SYM FINANCIAL Corp now holds 0.48% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.

The initial trade took place in 2018Q2. And since then SYM FINANCIAL Corp has made 13 purchases of VOE, at an average price of $135.19, for a total of 520,089.00 shares. In addition, there have been 6 sales at an average price of $131.45 for 310.00 shares. Based on historical transaction data and VOE's current price of $167.42, SYM FINANCIAL Corp's estimated gain on his VOE holdings is $16.75 Mil, reflecting a 23.83% gain to date.

SYM FINANCIAL Corp VOE ($167.42) Holding Chart

SYM FINANCIAL Corp VOE ($167.42) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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