SYM FINANCIAL Corp VTI Holdings History

Number of Shares
254,948.00
Current Holdings Value*
$70.07 Mil
% of Portfolio
8.63%
Total Estimate Gain
$28.36 Mil
% of Total Estimate Gain
28.33%

SYM FINANCIAL Corp's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, SYM FINANCIAL Corp held 254,948.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $70.07 Mil. This investment constitutes 8.63% of their stock portfolio, and SYM FINANCIAL Corp now holds 0.02% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.

The initial trade took place in 2018Q2. And since then SYM FINANCIAL Corp has made 13 purchases of VTI, at an average price of $187.71, for a total of 533,409.00 shares. In addition, there have been 12 sales at an average price of $179.24 for 278,461.00 shares. Based on historical transaction data and VTI's current price of $308.22, SYM FINANCIAL Corp's estimated gain on his VTI holdings is $28.36 Mil, reflecting a 28.33% gain to date.

SYM FINANCIAL Corp VTI ($308.22) Holding Chart

SYM FINANCIAL Corp VTI ($308.22) 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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